Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-16
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-16
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Florence, KY • 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
U.S. Bancorp Investments, Inc. Cincinnati OH 03/2019 09/2024
U.S. Bank Florence KY 07/2016 11/2021
Fidelity Investments Cincinnati OH 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 09/2024
    Cincinnati, OH
  • 07/2016 → 11/2021
    U.S. Bank
    Florence, KY
  • 10/2024 → Present
    Fidelity Investments
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
  • 2022-02-22 → 2024-09-04
    Louisville, KY
    Florence, KY
    Louisville, KY
    Cincinnati, OH
Other Businesses

OBA-113715|OrgNmn:Poshmark|Org Addr:Erlanger,Kentucky,US|OBA Nature:Selling old/unwanted clothing|Invst Rel:N|Title:Reseller|Duties:Taking pictures of and listing old/unwanted clothing|StrtDt:09-02-24|TotHrs/mon:5|TrdHrs/mon:0|OBA-127568|OrgNmn:Stratton Mobile Home Park|Org Addr:Pikeville,Kentucky,US|OBA Nature:15 mobile homes that are rente|Invst Rel:Y|Title:Trustee|Duties:Rental management |StrtDt:02-17-26|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-22
S63 Uniform Securities Agent State Law Examination 2019-11-06
  • S65 Uniform Investment Adviser Law Examination
    2022-02-22
  • S63 Uniform Securities Agent State Law Examination
    2019-11-06
Other Names
  • Brittany Lynn Reynolds

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor