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Cheo White

Strategic Advisers LLC

Covington, KY

Cincinnati, 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

Cincinnati, 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
Pnc Bank Cold Spring KY 12/2015 02/2017
Brent Shaw Cincinnati OH 02/2021 04/2021
Us Bancorp Investments Cincinnati OH 12/2018 01/2021
Signature Consultants Fort Lauderdale FL 02/2017 11/2018
David Shuley Cincinnati OH 05/2021 02/2022
Brent Shaw Cincinnati OH 05/2021 02/2022
A Stevens Cincinnati OH 05/2021 02/2022
Northwestern Mutual Investment Services Llc Cincinnati OH 05/2021 02/2022
Fidelity Investments Covington KY 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 02/2017
    Pnc Bank
    Cold Spring, KY
  • 02/2021 → 04/2021
    Brent Shaw
    Cincinnati, OH
  • 12/2018 → 01/2021
    Us Bancorp Investments
    Cincinnati, OH
  • 02/2017 → 11/2018
    Signature Consultants
    Fort Lauderdale, FL
  • 05/2021 → 02/2022
    David Shuley
    Cincinnati, OH
  • 05/2021 → 02/2022
    Brent Shaw
    Cincinnati, OH
  • 05/2021 → 02/2022
    A Stevens
    Cincinnati, OH
  • 05/2021 → 02/2022
    Northwestern Mutual Investment Services Llc
    Cincinnati, OH
  • 02/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-11
S63 Uniform Securities Agent State Law Examination 2019-04-02
  • S66 Uniform Combined State Law Examination
    2022-03-11
  • S63 Uniform Securities Agent State Law Examination
    2019-04-02
Other Names
  • Cheo Elijah White
  • Cheo White

View on SEC IAPD

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ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

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
EP WEALTH ADVISORS · FORT WRIGHT, KY

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