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Derek Kramer

Strategic Advisers LLC

Covington, KY

Alexandria, 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 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Crosby Pkwy, Covington, KY 41015-4325 • United States

Alexandria, 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
Fidelity Brokerage Services, Llc Covington KY 08/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → Present
    Fidelity Brokerage Services, Llc
    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
    Covington, KY
    Alexandria, KY
  • 2015-08-27 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
  • 2015-03-12 → 2015-05-19
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-128878|OrgNmn:WildBloom Sourdough Bakery|Org Addr:Alexandria,Kentucky,US|OBA Nature:Micro Bakery|Invst Rel:N|Title:Employee|Duties:Baking sourdough|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-06
S63 Uniform Securities Agent State Law Examination 2014-10-03
  • S66 Uniform Combined State Law Examination
    2015-03-06
  • S63 Uniform Securities Agent State Law Examination
    2014-10-03
Other Names
  • Derek Robert Kramer

View on SEC IAPD

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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
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