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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Taylorsville, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington KY 10/2021 Present
Bank Of America Kenwood OH 02/2021 10/2021
Tri-Health Montgomery OH 09/2020 02/2021
Carespring Indianspring Healthcare Center Cincinnati OH 06/2020 09/2020
Prolink Staffing Cincinnati OH 05/2020 07/2020
Paycor Cincinnati OH 05/2019 05/2020
General Electric Credit Union Cincinnati OH 03/2016 05/2019
Bob Evans West Chester OH 01/2015 05/2017
Bjs Resturant Operations Cincinnati OH 01/2018 01/2018
Hotel Galvez Galveston TX 05/2017 07/2017
Massage Envy Leagur City TX 05/2017 05/2017
J.ALexanders Cincinnati OH 01/2017 04/2017
Whole Foods Cincinnati OH 08/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Covington, KY
  • 02/2021 → 10/2021
    Bank Of America
    Kenwood, OH
  • 09/2020 → 02/2021
    Tri-Health
    Montgomery, OH
  • 06/2020 → 09/2020
    Carespring Indianspring Healthcare Center
    Cincinnati, OH
  • 05/2020 → 07/2020
    Prolink Staffing
    Cincinnati, OH
  • 05/2019 → 05/2020
    Paycor
    Cincinnati, OH
  • 03/2016 → 05/2019
    General Electric Credit Union
    Cincinnati, OH
  • 01/2015 → 05/2017
    Bob Evans
    West Chester, OH
  • 01/2018 → 01/2018
    Bjs Resturant Operations
    Cincinnati, OH
  • 05/2017 → 07/2017
    Hotel Galvez
    Galveston, TX
  • 05/2017 → 05/2017
    Massage Envy
    Leagur City, TX
  • 01/2017 → 04/2017
    J.ALexanders
    Cincinnati, OH
  • 08/2017 → 08/2017
    Whole Foods
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2022-08-08
Other Names
  • Rebecca Lorian Krauss
  • Rebecca Krauss

View on SEC IAPD

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