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Tyler Schreck

Strategic Advisers LLC

Cincinnati, OH

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
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

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • 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
The Home Depot Crescent Springs KY 05/2017 08/2020
Heartland Bank Crescent Springs KY 05/2021 08/2021
Heartland Bank Columbus OH 08/2021 03/2022
Capital University Columbus OH 08/2018 05/2022
Fidelity Investments Covington KY 05/2022 Present
Dixie Heights High School Edgewood KY 08/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2020
    The Home Depot
    Crescent Springs, KY
  • 05/2021 → 08/2021
    Heartland Bank
    Crescent Springs, KY
  • 08/2021 → 03/2022
    Heartland Bank
    Columbus, OH
  • 08/2018 → 05/2022
    Capital University
    Columbus, OH
  • 05/2022 → Present
    Fidelity Investments
    Covington, KY
  • 08/2016 → 05/2017
    Dixie Heights High School
    Edgewood, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-28
S63 Uniform Securities Agent State Law Examination 2022-09-07
  • S66 Uniform Combined State Law Examination
    2023-06-28
  • S63 Uniform Securities Agent State Law Examination
    2022-09-07
Other Names
  • Tyler Stephen Schreck
  • Tyler Schreck

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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