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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

Amelia, OH • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Covington KY 06/2019 Present
Miami University Oxford OH 08/2014 05/2019
Staples Mason OH 06/2016 12/2016
Bbrg Groupe: Bravos West Chester OH 06/2016 08/2017
Balance Cafe And Smoothies Loveland OH 04/2017 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 08/2014 → 05/2019
    Miami University
    Oxford, OH
  • 06/2016 → 12/2016
    Staples
    Mason, OH
  • 06/2016 → 08/2017
    Bbrg Groupe: Bravos
    West Chester, OH
  • 04/2017 → 01/2019
    Balance Cafe And Smoothies
    Loveland, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-06
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2020-02-06
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06
Other Names
  • Abigail Lee Groome
  • Abigail Groome

View on SEC IAPD

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