Adam Trent

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Florence, KY • 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

Organization	City	State	From	To
Fidelity Investments	Covington	KY	04/2016	10/2018
Fidelity Brokerage Services	Covington	KY	10/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2016 → 10/2018

Fidelity Investments

Covington, KY
10/2018 → Present

Fidelity Brokerage Services

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-04-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Other Businesses

OBA-13008|OrgNmn:2189 Glenview Dr. Hebron KY|Org Addr:Hebron,Kentucky,US|OBA Nature:Rental House|Invst Rel:Y|Title:Landlord|Duties:Rental Management|StrtDt:07-15-19|TotHrs/mon:1|TrdHrs/mon:0|OBA-14645|OrgNmn:Rental Property|Org Addr:Florence,Kentucky,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:Property management|StrtDt:02-15-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-06

S66 Uniform Combined State Law Examination

2019-02-06

Other Names

Adam Martin Trent
Adam Trent

View on SEC IAPD

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