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Stephanie Beck

Strategic Advisers LLC

Cincinnati, OH

Covington, 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
OH RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 08/2015 08/2022
Fidelity Investments Covington KY 08/2022 Present
Vitality Cincinnati Cincinnati OH 01/2020 12/2021
Arbonne International Irvine CA 03/2011 12/2016
Release Restore Renew Cincinnati OH 05/2020 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 08/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cincinnati, OH
  • 08/2022 → Present
    Fidelity Investments
    Covington, KY
  • 01/2020 → 12/2021
    Vitality Cincinnati
    Cincinnati, OH
  • 03/2011 → 12/2016
    Arbonne International
    Irvine, CA
  • 05/2020 → 08/2022
    Release Restore Renew
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-90938|OrgNmn:Release Restore Renew|Org Addr:Cincinnati,Ohio,US|OBA Nature:Private practice offering heal|Invst Rel:N|Title:Healing Touch Certified Practitio|Duties:See clients to support their health and wellbeing.|StrtDt:05-26-20|TotHrs/mon:7|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-25
  • S66 Uniform Combined State Law Examination
    2022-07-25
Other Names
  • Stephanie Ann Beck
  • Stephanie Beck
  • Stephanie Ann Beck Borden
  • Stephanie Beckborden

View on SEC IAPD

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