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Shaun J. Groneck

Strategic Advisers LLC

Fort Thomas, 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

Fort Thomas, KY • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Blue Ash OH 03/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2006 → Present
    Fidelity Investments
    Blue Ash, OH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Fort Thomas, KY
    Covington, KY
  • 2007-11-01 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Blue Ash, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-21
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S66 Uniform Combined State Law Examination
    2007-12-21
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Other Names
  • Shaun Groneck

View on SEC IAPD

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