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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-10-21
TX RA APPROVED_RES 2025-07-31
OH RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED_RES
    Since 2025-07-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hub Group Pittsburgh PA 07/2017 09/2018
Verizon Wireless Monaca PA 06/2014 05/2017
Citizens Securities, Inc Canton MA 09/2018 12/2019
Citizens Bank Sewickley PA 09/2018 12/2019
Edward Jones St.LOuis MO 12/2019 02/2020
Td Ameritrade Pittsburgh PA 05/2020 12/2020
Pnc Investments Pittsburgh PA 12/2020 04/2024
Unemployed Beaver PA 05/2017 07/2017
Unemployed Beaver PA 02/2020 05/2020
Unemployed Beaver PA 10/2020 12/2020
Unemployed Beaver PA 02/2020 05/2020
Fidelity Investments Cincinnati OH 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 09/2018
    Hub Group
    Pittsburgh, PA
  • 06/2014 → 05/2017
    Verizon Wireless
    Monaca, PA
  • 09/2018 → 12/2019
    Canton, MA
  • 09/2018 → 12/2019
    Citizens Bank
    Sewickley, PA
  • 12/2019 → 02/2020
    St.LOuis, MO
  • 05/2020 → 12/2020
    Td Ameritrade
    Pittsburgh, PA
  • 12/2020 → 04/2024
    Pnc Investments
    Pittsburgh, PA
  • 05/2017 → 07/2017
    Unemployed
    Beaver, PA
  • 02/2020 → 05/2020
    Unemployed
    Beaver, PA
  • 10/2020 → 12/2020
    Unemployed
    Beaver, PA
  • 02/2020 → 05/2020
    Unemployed
    Beaver, PA
  • 04/2024 → Present
    Fidelity Investments
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
  • 2020-12-16 → 2024-04-24
    Pittsburgh, PA
    Cincinnati, OH
    Pittsburgh, PA
    Cincinnati, OH
  • 2020-06-12 → 2020-12-15
    Td Ameritrade, Inc.
    Pittsburgh, PA
  • 2020-06-12 → 2020-12-15
    Td Ameritrade Investment Management, Llc
    Pittsburgh, PA
  • 2019-12-17 → 2020-02-25
    St Louis, MO
    Beaver, PA
  • 2019-03-05 → 2019-12-20
    Sewickley, PA
    Monroeville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-04
S63 Uniform Securities Agent State Law Examination 2018-12-10
  • S65 Uniform Investment Adviser Law Examination
    2019-03-04
  • S63 Uniform Securities Agent State Law Examination
    2018-12-10
Other Names
  • Jason Cvetkovich
  • Jason Louis Cvetkovich

View on SEC IAPD

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