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Michael Elliot Hartmann

Strategic Advisers LLC

Edgewood, KY

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
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Edgewood, KY • 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
Cushman & Wakefield Cincinnati OH 01/2014 04/2020
Fidelity Investments Covington KY 12/2021 Present
Unemployed Edgewood KY 04/2020 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 04/2020
    Cushman & Wakefield
    Cincinnati, OH
  • 12/2021 → Present
    Fidelity Investments
    Covington, KY
  • 04/2020 → 12/2021
    Unemployed
    Edgewood, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Edgewood, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2023-03-01
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-03-01

View on SEC IAPD

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