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Mason Shane Sexton

Strategic Advisers LLC

Covington, KY

Crittenden, 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 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Crittenden, KY • 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
Roto-Rooter Services Company Cincinnati OH 02/2020 03/2022
Amazon Returns Center Cvg2 Hebron KY 07/2021 03/2022
Amazon Returns Center Cvg2 Hebron KY 08/2019 02/2020
Unlimited Carpentry Cincinnati OH 07/2019 07/2019
Bramel & Ackley, Psc Fort Wright KY 01/2017 05/2019
Kroger Independence KY 10/2014 09/2017
Unemployeed For Summer After Graduation Covington KY 05/2019 07/2019
Fidelity Investments Covington KY 03/2022 Present
Thomas More University Crestview Hills KY 08/2014 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 03/2022
    Roto-Rooter Services Company
    Cincinnati, OH
  • 07/2021 → 03/2022
    Amazon Returns Center Cvg2
    Hebron, KY
  • 08/2019 → 02/2020
    Amazon Returns Center Cvg2
    Hebron, KY
  • 07/2019 → 07/2019
    Unlimited Carpentry
    Cincinnati, OH
  • 01/2017 → 05/2019
    Bramel & Ackley, Psc
    Fort Wright, KY
  • 10/2014 → 09/2017
    Kroger
    Independence, KY
  • 05/2019 → 07/2019
    Unemployeed For Summer After Graduation
    Covington, KY
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
  • 08/2014 → 12/2018
    Thomas More University
    Crestview Hills, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
  • S66 Uniform Combined State Law Examination
    2022-11-21

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
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
EP WEALTH ADVISORS · FORT WRIGHT, KY

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