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Scott E. Noelcke

Strategic Advisers LLC

Loveland, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Loveland, 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 12/2009 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2009 → Present
    Fidelity Investments
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Loveland, OH
    Covington, KY
  • 2010-08-30 → 2018-07-13
    Strategic Advisers Llc
    Loveland, OH
    Covington, KY
  • 2004-08-27 → 2009-02-17
    Strategic Advisers Llc
    Cincinnati, OH
  • 2003-11-14 → 2004-05-11
    Bartlett & Co
    Cincinnati, OH
  • 2003-11-12 → 2003-11-18
    Legg Mason Wood Walker, Incorporated
    Cincinnati, OH
Other Businesses

OBA-132321|OrgNmn:Villas Seacrest Beach HOA|Org Addr:Seacrest B,Florida,US|OBA Nature:general input of our complex|Invst Rel:N|Title:non officer, board member|Duties:general input for local neighberhood HOA|StrtDt:07-28-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-19
S63 Uniform Securities Agent State Law Examination 1993-03-23
  • S65 Uniform Investment Adviser Law Examination
    1999-07-19
  • S63 Uniform Securities Agent State Law Examination
    1993-03-23
Other Names
  • Scott Edward Noelcke

View on SEC IAPD

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