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Ryan M. Gartrell

Strategic Advisers LLC

Ft Mitchell, KY

Covington, KY

Covington, KY

Ft Mitchell, 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 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Ft Mitchell, KY • United States

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

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

Ft Mitchell, 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
Invest Financial Corp. Worthington OH 09/2013 12/2017
Securities America, Inc. Worthington OH 12/2017 04/2019
Securities America Advisors Worthington OH 12/2017 04/2019
Unemployed Highland Heights KY 04/2019 09/2019
Fifth Third Insurance Cincinnati OH 09/2019 09/2020
Fidelity Investments Covington KY 09/2020 Present
Opoc.uS Aka Mwd Consulting & Centric Worthington OH 08/2013 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 12/2017
    Invest Financial Corp.
    Worthington, OH
  • 12/2017 → 04/2019
    Securities America, Inc.
    Worthington, OH
  • 12/2017 → 04/2019
    Securities America Advisors
    Worthington, OH
  • 04/2019 → 09/2019
    Unemployed
    Highland Heights, KY
  • 09/2019 → 09/2020
    Fifth Third Insurance
    Cincinnati, OH
  • 09/2020 → Present
    Fidelity Investments
    Covington, KY
  • 08/2013 → 04/2019
    Opoc.uS Aka Mwd Consulting & Centric
    Worthington, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2017-12-18 → 2019-06-13
    Securities America Advisors, Inc.
    Worthington, OH
  • 2014-04-23 → 2017-12-18
    Invest Financial Corporation
    Worthington, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-18
  • S66 Uniform Combined State Law Examination
    2014-04-18
Other Names
  • Ryan Gartrell
  • Ryan Michael Gartrell

View on SEC IAPD

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