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Corey M Woodrum

Strategic Advisers LLC

Covington, KY

Liberty Township, 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
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Liberty Township, 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 Investments Covington KY 12/2015 10/2018
Fidelity Brokerage Services Llc Covington KY 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 10/2018
    Fidelity Investments
    Covington, KY
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-11449|OrgNmn:Manor House|Org Addr:Mason ,Ohio,US|OBA Nature:Banquet and Conference center|Invst Rel:N|Title:Cook|Duties:Cooking food|StrtDt:12-22-15|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-31
S63 Uniform Securities Agent State Law Examination 2018-12-17
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31
  • S63 Uniform Securities Agent State Law Examination
    2018-12-17
Other Names
  • Corey Michael Woodrum
  • Corey Woodrum

View on SEC IAPD

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STRATEGIC ADVISERS LLC · COVINGTON, KY
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