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Joshua Cade Straw

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 2026-06-30
OH RA APPROVED 2026-06-30
TX RA APPROVED 2026-06-30
  • KY RA
    APPROVED
    Since 2026-06-30
  • OH RA
    APPROVED
    Since 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

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
Fidelity Investments Covington KY 01/2025 Present
Tb Products Cincinnati OH 06/2020 06/2020
Monfort Aquarium & Pet Cincinnati OH 01/2020 05/2022
Tb Products Cincinnati OH 06/2022 07/2023
Tb Products Cincinnati OH 08/2023 01/2025
Total Quality Logistics West Chester OH 07/2023 08/2023
Tb Products Cincinnati OH 06/2018 08/2018
Tb Products Cincinnati OH 06/2019 08/2019
Colerain High School Cincinnati OH 08/2014 06/2018
Miami Univesity Oxford OH 08/2018 07/2024
  • 01/2025 → Present
    Fidelity Investments
    Covington, KY
  • 06/2020 → 06/2020
    Tb Products
    Cincinnati, OH
  • 01/2020 → 05/2022
    Monfort Aquarium & Pet
    Cincinnati, OH
  • 06/2022 → 07/2023
    Tb Products
    Cincinnati, OH
  • 08/2023 → 01/2025
    Tb Products
    Cincinnati, OH
  • 07/2023 → 08/2023
    Total Quality Logistics
    West Chester, OH
  • 06/2018 → 08/2018
    Tb Products
    Cincinnati, OH
  • 06/2019 → 08/2019
    Tb Products
    Cincinnati, OH
  • 08/2014 → 06/2018
    Colerain High School
    Cincinnati, OH
  • 08/2018 → 07/2024
    Miami Univesity
    Oxford, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
S63 Uniform Securities Agent State Law Examination 2025-04-15
  • S66 Uniform Combined State Law Examination
    2026-06-29
  • S63 Uniform Securities Agent State Law Examination
    2025-04-15
Other Names
  • Joshua Straw

View on SEC IAPD

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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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