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Noah Timothy Wulfeck

Strategic Advisers LLC

Covington, KY

Edgewood, 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

Edgewood, 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
Greyhound Tavern Park Hills KY 01/2017 08/2018
Villa Hills Soccer Club Villa Hills KY 03/2012 12/2020
Transylvania University Lexington KY 09/2018 05/2019
Amazon Warehouses Union KY 05/2019 08/2019
Guardian Savings Bank Hamburg KY 05/2020 09/2021
Xpress Valet Lexington KY 09/2021 06/2022
Fidelity Investment Covington KY 07/2022 Present
Covington Catholic High School Park Hills KY 09/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 08/2018
    Greyhound Tavern
    Park Hills, KY
  • 03/2012 → 12/2020
    Villa Hills Soccer Club
    Villa Hills, KY
  • 09/2018 → 05/2019
    Transylvania University
    Lexington, KY
  • 05/2019 → 08/2019
    Amazon Warehouses
    Union, KY
  • 05/2020 → 09/2021
    Guardian Savings Bank
    Hamburg, KY
  • 09/2021 → 06/2022
    Xpress Valet
    Lexington, KY
  • 07/2022 → Present
    Fidelity Investment
    Covington, KY
  • 09/2014 → 06/2018
    Covington Catholic High School
    Park Hills, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-16
S63 Uniform Securities Agent State Law Examination 2022-12-08
  • S66 Uniform Combined State Law Examination
    2023-11-16
  • S63 Uniform Securities Agent State Law Examination
    2022-12-08
Other Names
  • Noah Timothy Wulfeck
  • Noah Wulfeck

View on SEC IAPD

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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
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