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Margaret Elizabeth Murphy

Strategic Advisers LLC

Covington, KY

Batavia, 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 Crosby Pkwy, Covington, KY 41015-4325 • United States

Batavia, 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 04/2019 Present
Odyssey Cincinnati OH 08/2015 01/2017
Cooper's Hawk Winery & Restaurant Cincinnati OH 06/2016 03/2019
Louis Vuitton Cincinnati OH 09/2018 01/2019
Kendra Scott Cincinnati OH 12/2015 09/2018
Bayer Becker Ft. Thomas KY 08/2017 12/2017
Elegant Events By Elisa Cincinnati OH 09/2016 12/2016
Chuy's Opco Inc. Cincinnati OH 09/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → Present
    Fidelity Investments
    Covington, KY
  • 08/2015 → 01/2017
    Odyssey
    Cincinnati, OH
  • 06/2016 → 03/2019
    Cooper's Hawk Winery & Restaurant
    Cincinnati, OH
  • 09/2018 → 01/2019
    Louis Vuitton
    Cincinnati, OH
  • 12/2015 → 09/2018
    Kendra Scott
    Cincinnati, OH
  • 08/2017 → 12/2017
    Bayer Becker
    Ft. Thomas, KY
  • 09/2016 → 12/2016
    Elegant Events By Elisa
    Cincinnati, OH
  • 09/2016 → 06/2017
    Chuy's Opco Inc.
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-28
S63 Uniform Securities Agent State Law Examination 2019-08-09
  • S66 Uniform Combined State Law Examination
    2023-08-28
  • S63 Uniform Securities Agent State Law Examination
    2019-08-09
Other Names
  • Meggie Lynn
  • Margaret Elizabeth Lynn

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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