Mark A. Keiser

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-02-20
TX	RA	APPROVED	2026-02-20

KY RA
APPROVED

Since 2026-02-20
TX RA
APPROVED

Since 2026-02-20

Branch Locations

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

Covington, 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

Organization	City	State	From	To
Kansas City Royals Baseball Club	Kansas City	MO	03/2011	10/2016
Beacon Orthopaedics And Sports Medicine	Cincinnati	OH	10/2015	10/2025
Fidelity Investments	Covington	KY	10/2025	Present

03/2011 → 10/2016

Kansas City Royals Baseball Club

Kansas City, MO
10/2015 → 10/2025

Beacon Orthopaedics And Sports Medicine

Cincinnati, OH
10/2025 → Present

Fidelity Investments

Covington, KY

Other Businesses

OBA-124374|OrgNmn:Beacon Orthopaedics and Sports Medicine|Org Addr:Cincinnati,Ohio,US|OBA Nature:Sports Medicine/Athletic Train|Invst Rel:N|Title:Certified Athletic Trainer|Duties:Athletic training services, covering local sporting events (soccer, basketball, lacrosse, etc)|StrtDt:11-12-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-13

S66 Uniform Combined State Law Examination

2026-02-13

Other Names

Mark Keiser
Mark Andrew Keiser

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

ROBERT W. BAIRD & CO. INCORPORATED

EP WEALTH ADVISORS

DEAN DORTON WEALTH MANAGEMENT, LLC

PFS INVESTMENTS INC.

W&S BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

Other Investors

CHRISTOPHER M HATFIELD

JOSEPH D QUIGLEY

BERNARD WILLIAM WESSELMAN

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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