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Chad R Bowman

Strategic Advisers LLC

Hudson, OH

Westlake, 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

Hudson, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • 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 Cincinnati OH 02/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2006 → Present
    Fidelity Investments
    Cincinnati, OH
  • 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
    Hudson, OH
    Orange, OH
  • 2009-07-07 → 2018-07-13
    Strategic Advisers Llc
    Columbus, OH
    Columbus, OH
    Franklin, TN
    Farmington, MI
Other Businesses

OBA-61341|OrgNmn:The Hillside House LLC|Org Addr:Columbus,Ohio,US|OBA Nature:Vacation Rental Company|Invst Rel:Y|Title:None|Duties:None|StrtDt:07-26-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-68440|OrgNmn:Hudson United Soccer Club|Org Addr:Hudson,Ohio,US|OBA Nature:Youth Soccer Club|Invst Rel:N|Title:Employee|Duties:Coaching Youth Soccer|StrtDt:05-09-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-18
S63 Uniform Securities Agent State Law Examination 2006-06-23
  • S66 Uniform Combined State Law Examination
    2009-06-18
  • S63 Uniform Securities Agent State Law Examination
    2006-06-23

View on SEC IAPD

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