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Carly Schiferl

Strategic Advisers LLC

Bethel, 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

Bethel, OH • United States

100 Magellan Way, Covington, KY 41015-1987 • 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
Fidelity Investments Covington KY 03/2022 Present
Zengistics Solutions Cincinnati OH 08/2018 12/2021
Randy Wagner State Farm Agency Cincinnati OH 07/2017 08/2018
The Business Backer Cincinnati OH 11/2012 04/2017
Blooms And Berries Farm Market Loveland OH 06/2020 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
  • 08/2018 → 12/2021
    Zengistics Solutions
    Cincinnati, OH
  • 07/2017 → 08/2018
    Randy Wagner State Farm Agency
    Cincinnati, OH
  • 11/2012 → 04/2017
    The Business Backer
    Cincinnati, OH
  • 06/2020 → 08/2020
    Blooms And Berries Farm Market
    Loveland, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02
Other Names
  • Carly Anne Schiferl
  • Carly Schiferl

View on SEC IAPD

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DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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