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Shannon Hauser

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
Cincinnati Public Schools Cincinnati OH 08/2018 06/2022
Student Cincinnati OH 08/2012 05/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2022 08/2023
Northwestern Mutual Investment Services Llc Cincinnati OH 11/2022 08/2023
Fidelity Investments Covington KY 08/2023 Present
The Gruff Covington KY 08/2020 08/2023
Taft'S Ale House Cincinnati OH 08/2018 08/2020
Amazon Hebron KY 06/2020 08/2020
Flipdaddy'S Burgers And Beer Newport KY 08/2016 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 06/2022
    Cincinnati Public Schools
    Cincinnati, OH
  • 08/2012 → 05/2018
    Student
    Cincinnati, OH
  • 06/2022 → 08/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2022 → 08/2023
    Northwestern Mutual Investment Services Llc
    Cincinnati, OH
  • 08/2023 → Present
    Fidelity Investments
    Covington, KY
  • 08/2020 → 08/2023
    The Gruff
    Covington, KY
  • 08/2018 → 08/2020
    Taft'S Ale House
    Cincinnati, OH
  • 06/2020 → 08/2020
    Amazon
    Hebron, KY
  • 08/2016 → 08/2018
    Flipdaddy'S Burgers And Beer
    Newport, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
S63 Uniform Securities Agent State Law Examination 2023-04-14
  • S66 Uniform Combined State Law Examination
    2024-09-30
  • S63 Uniform Securities Agent State Law Examination
    2023-04-14
Other Names
  • Shannon Donnelly
  • Shannon Donnelly
  • Shannon Hauser

View on SEC IAPD

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