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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
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Magellan Way, Covington, KY 41015-1987 • United States

Cincinnati, OH • 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
Western & Southern Life Crestview Hills KY 11/2021 03/2022
W&S Brokerage Services Cincinnati OH 11/2021 03/2022
Bank Of America Cincinnati OH 09/2020 11/2021
Us Bank Cincinnati OH 12/2016 09/2020
Miejer Cincinnati OH 11/2015 12/2016
Fidelity Investments Covington KY 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 03/2022
    Western & Southern Life
    Crestview Hills, KY
  • 11/2021 → 03/2022
    W&S Brokerage Services
    Cincinnati, OH
  • 09/2020 → 11/2021
    Bank Of America
    Cincinnati, OH
  • 12/2016 → 09/2020
    Us Bank
    Cincinnati, OH
  • 11/2015 → 12/2016
    Miejer
    Cincinnati, OH
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-25
  • S66 Uniform Combined State Law Examination
    2022-07-25
Other Names
  • Austin Scott May

View on SEC IAPD

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