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Mitchell Taylor Walters

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
Point University Birmingham AL 08/2016 05/2017
Southeastern University Birmingham AL 08/2017 05/2018
University Of North Alabama Florence AL 08/2018 12/2018
Outback Steakhouse Birmingham AL 09/2016 06/2018
Shipt Birmingham AL 01/2018 01/2019
Uber Cincinnati OH 09/2018 01/2019
Cinfed Credit Union Cincinnati OH 07/2018 01/2019
Fidelity Brokerage Services Covington KY 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2017
    Point University
    Birmingham, AL
  • 08/2017 → 05/2018
    Southeastern University
    Birmingham, AL
  • 08/2018 → 12/2018
    University Of North Alabama
    Florence, AL
  • 09/2016 → 06/2018
    Outback Steakhouse
    Birmingham, AL
  • 01/2018 → 01/2019
    Shipt
    Birmingham, AL
  • 09/2018 → 01/2019
    Uber
    Cincinnati, OH
  • 07/2018 → 01/2019
    Cinfed Credit Union
    Cincinnati, OH
  • 01/2019 → Present
    Fidelity Brokerage Services
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-18
S63 Uniform Securities Agent State Law Examination 2019-06-10
  • S66 Uniform Combined State Law Examination
    2024-01-18
  • S63 Uniform Securities Agent State Law Examination
    2019-06-10
Other Names
  • Mitch Taylor Walters
  • Mitchell Taylor Walters
  • Mitchell Walters

View on SEC IAPD

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Other Investors

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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