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Montrel Simmons

Strategic Advisers LLC

Louisville, KY

Louisville, 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

Louisville, KY • United States

500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • 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
Adp Broker-Dealer, Inc. Louisville KY 12/2021 07/2022
Adp Inc. Louisville KY 12/2021 07/2022
Verizon Wireless Louisville KY 03/2018 11/2021
Promevo Burlington KY 10/2017 01/2018
The Vitamin Shoppe Florence KY 02/2017 10/2017
Northern Kentucky University Highland Height KY 06/2014 12/2017
Dillards Crestview Hills KY 08/2016 02/2017
Unemployed Lakeside Park KY 01/2018 03/2018
Fidelity Investments Louisville KY 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → 07/2022
    Adp Broker-Dealer, Inc.
    Louisville, KY
  • 12/2021 → 07/2022
    Adp Inc.
    Louisville, KY
  • 03/2018 → 11/2021
    Verizon Wireless
    Louisville, KY
  • 10/2017 → 01/2018
    Promevo
    Burlington, KY
  • 02/2017 → 10/2017
    The Vitamin Shoppe
    Florence, KY
  • 06/2014 → 12/2017
    Northern Kentucky University
    Highland Height, KY
  • 08/2016 → 02/2017
    Dillards
    Crestview Hills, KY
  • 01/2018 → 03/2018
    Unemployed
    Lakeside Park, KY
  • 07/2022 → Present
    Fidelity Investments
    Louisville, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-03
S63 Uniform Securities Agent State Law Examination 2022-04-04
  • S66 Uniform Combined State Law Examination
    2023-11-03
  • S63 Uniform Securities Agent State Law Examination
    2022-04-04

View on SEC IAPD

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