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Mason Lee Strange

Strategic Advisers LLC

Covington, KY

Fort Wright, 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

Fort Wright, 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
Fidelity Investments Covington KY 05/2022 Present
Sherwin-Williams Louisville KY 02/2022 05/2022
Sherwin-Williams Louisville KY 01/2022 02/2022
Sherwin-Williams Bowling Green KY 09/2021 01/2022
Sherwin-Williams Bowling Green KY 05/2021 09/2021
Sherwin-Williams Louisville KY 05/2018 05/2021
Kona Ice Of Louisville Louisville KY 04/2017 08/2017
University Of Louisville Louisville KY 10/2017 05/2018
University Of Louisville Louisville KY 10/2016 04/2017
United Parcel Service Louisville KY 05/2016 07/2016
University Of Louisville Louisville KY 08/2017 10/2017
University Of Louisville Louisville KY 08/2016 10/2016
Unemployed Louisville KY 07/2016 08/2016
University Of Louisville Louisville KY 08/2015 05/2016
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Covington, KY
  • 02/2022 → 05/2022
    Sherwin-Williams
    Louisville, KY
  • 01/2022 → 02/2022
    Sherwin-Williams
    Louisville, KY
  • 09/2021 → 01/2022
    Sherwin-Williams
    Bowling Green, KY
  • 05/2021 → 09/2021
    Sherwin-Williams
    Bowling Green, KY
  • 05/2018 → 05/2021
    Sherwin-Williams
    Louisville, KY
  • 04/2017 → 08/2017
    Kona Ice Of Louisville
    Louisville, KY
  • 10/2017 → 05/2018
    University Of Louisville
    Louisville, KY
  • 10/2016 → 04/2017
    University Of Louisville
    Louisville, KY
  • 05/2016 → 07/2016
    United Parcel Service
    Louisville, KY
  • 08/2017 → 10/2017
    University Of Louisville
    Louisville, KY
  • 08/2016 → 10/2016
    University Of Louisville
    Louisville, KY
  • 07/2016 → 08/2016
    Unemployed
    Louisville, KY
  • 08/2015 → 05/2016
    University Of Louisville
    Louisville, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-22
  • S66 Uniform Combined State Law Examination
    2022-09-22

View on SEC IAPD

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ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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