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Owen Stephens

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
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

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
Fidelity Investments Covington KY 11/2021 Present
Piston Society Cincinnati OH 08/2021 11/2021
Rohs Street Cafe Cincinnati OH 02/2021 11/2021
Target Newport KY 11/2020 02/2021
Summit Hills Country Club Crestview Hills KY 06/2020 11/2020
Istituto Universitario Salesiano Venezia Verona 08/2019 01/2020
Westpoint Financial Group Cincinnati OH 05/2019 08/2019
University Of Cincinnati Cincinnati OH 08/2018 02/2019
University Of Cincinnati Cincinnati OH 04/2018 08/2018
Cincinnati Circus Company Cincinnati OH 02/2014 01/2019
Burke Inc. Milford OH 12/2017 03/2018
Milford Highschool Milford OH 08/2013 05/2017
University Of Cincinnati Cincinnati OH 08/2017 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2021 → 11/2021
    Piston Society
    Cincinnati, OH
  • 02/2021 → 11/2021
    Rohs Street Cafe
    Cincinnati, OH
  • 11/2020 → 02/2021
    Target
    Newport, KY
  • 06/2020 → 11/2020
    Summit Hills Country Club
    Crestview Hills, KY
  • 08/2019 → 01/2020
    Istituto Universitario Salesiano Venezia
    Verona
  • 05/2019 → 08/2019
    Westpoint Financial Group
    Cincinnati, OH
  • 08/2018 → 02/2019
    University Of Cincinnati
    Cincinnati, OH
  • 04/2018 → 08/2018
    University Of Cincinnati
    Cincinnati, OH
  • 02/2014 → 01/2019
    Cincinnati Circus Company
    Cincinnati, OH
  • 12/2017 → 03/2018
    Burke Inc.
    Milford, OH
  • 08/2013 → 05/2017
    Milford Highschool
    Milford, OH
  • 08/2017 → 04/2021
    University Of Cincinnati
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-25
  • S66 Uniform Combined State Law Examination
    2022-03-25
Other Names
  • Owen Patrick Stephens
  • Owen Patrick Carter
  • Owen Stephens

View on SEC IAPD

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