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Abigail S Kaufman

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
Nordstrom Cincinnati OH 11/2014 04/2018
Fidelity Investments Covington KY 05/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 04/2018
    Nordstrom
    Cincinnati, OH
  • 05/2018 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-22
  • S66 Uniform Combined State Law Examination
    2022-04-22
Other Names
  • Abigail Susan Kaufman
  • Abby Susan Plageman
  • Abigail Susan Plageman
  • Abby Susan Kaufman
  • Abigail Kaufman

View on SEC IAPD

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