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Cade Curtis

Strategic Advisers LLC

Covington, KY

Alexandria, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-17
TX RA APPROVED 2025-11-17
  • KY RA
    APPROVED
    Since 2025-11-17
  • TX RA
    APPROVED
    Since 2025-11-17

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Alexandria, 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
The Church Of Jesus Christ Of Latter-Day Saints Provo UT 08/2019 01/2021
Interweave Solutions Provo UT 01/2021 02/2025
Fidelity Investments Covington KY 08/2025 Present
Kelly Services Saint Louis MO 02/2025 08/2025
The Church Of Jesus Christ Of Latter-Day Saints Madrid 07/2017 07/2019
Benson High School Benson AZ 08/2014 06/2017
  • 08/2019 → 01/2021
    The Church Of Jesus Christ Of Latter-Day Saints
    Provo, UT
  • 01/2021 → 02/2025
    Interweave Solutions
    Provo, UT
  • 08/2025 → Present
    Fidelity Investments
    Covington, KY
  • 02/2025 → 08/2025
    Kelly Services
    Saint Louis, MO
  • 07/2017 → 07/2019
    The Church Of Jesus Christ Of Latter-Day Saints
    Madrid
  • 08/2014 → 06/2017
    Benson High School
    Benson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-11
  • S66 Uniform Combined State Law Examination
    2025-11-11

View on SEC IAPD

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Other Investors

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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