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Chad Christopher Epperson

Strategic Advisers LLC

Covington, KY

Mason, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Mason, OH • 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
Fidelity Brokerage Services, Llc Covingotn KY 09/2018 Present
American Home Shield Memphis TN 12/2016 08/2018
Unemployed Cincinnati OH 05/2016 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → Present
    Fidelity Brokerage Services, Llc
    Covingotn, KY
  • 12/2016 → 08/2018
    American Home Shield
    Memphis, TN
  • 05/2016 → 11/2016
    Unemployed
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
S63 Uniform Securities Agent State Law Examination 2018-12-10
  • S66 Uniform Combined State Law Examination
    2019-08-30
  • S63 Uniform Securities Agent State Law Examination
    2018-12-10
Other Names
  • Chad Christopher Epperson
  • Chad Epperson

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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