Ford Orem

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → 03/2024
  Outside Life
  Lexington, KY
• 05/2022 → 08/2022
  American Mortgage Financial Services
  Fort Thomas, KY
• 08/2022 → 05/2023
  Live Healthy Enterprises
  Fort Thomas, KY
• 03/2019 → 06/2019
  Flipdaddys
  Newport, KY
• 11/2020 → 05/2021
  Cutco Knives
  Fort Thomas, KY
• 05/2024 → 01/2025
  Unemployed
  Fort Thomas, KY
• 05/2021 → 08/2021
  Kramer Pools
  Alexandria, KY
• 01/2025 → 07/2025
  Equitable
  Cincinnati, OH
• 06/2023 → 08/2023
  Great Lakes Valet
  Cincinnati, OH
• 08/2020 → 05/2024
  University Of Kentucky
  Fort Thomas, KY
• 08/2025 → Present
  Fidelity Investments
  Covington, KY
• 05/2020 → 08/2020
  Unemployed
  Fort Thomas, KY
• 05/2023 → 06/2023
  Unemployed
  Fort Thomas, KY
• 06/2016 → 05/2020
  Highlands High School
  Lexington, KY
• 05/2022 → 08/2022
  American Mortgage
  Fort Thomas, KY

Previous Registrations

• 2025-01-17 → 2025-08-04
  Equitable Advisors, Llc
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-01-16

Other Names

• Ford Orem
• Ford Daniel Orem
• Ford D Orem