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Simon T. Lawson

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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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
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Cincinnati, 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 Brokerage Services Llc Covington KY 05/2014 01/2019
Bartlett Wealth Management Cincinnati OH 01/2019 09/2020
Fidelity Investments Covington KY 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 01/2019
    Fidelity Brokerage Services Llc
    Covington, KY
  • 01/2019 → 09/2020
    Bartlett Wealth Management
    Cincinnati, OH
  • 12/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2020-03-06 → 2020-10-19
    Bartlett & Co. Wealth Management Llc
    Cincinnati, OH
  • 2018-07-13 → 2019-01-30
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2018-06-20 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-101687|OrgNmn:The Foundation for Financial Planning|Org Addr:Washington,District o,US|OBA Nature:They help engage and train vol|Invst Rel:Y|Title:Financial Planner|Duties:4hrs quartely meeting virtually with clients through the foundation.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-08
  • S63 Uniform Securities Agent State Law Examination
    2014-07-08
Designations
Other Names
  • Simon Tolian Lawson
  • Simon Lawson

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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