Corey Luman

Strategic Advisers LLC

Mount Healthy, OH

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

Mount Healthy, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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

Organization	City	State	From	To
Self Employed	Mt.HEalthy	OH	01/2016	06/2022
Mh Equipment	West Chester	OH	02/2017	06/2019
Slater Tile	Cincinnati	OH	01/2016	11/2016
Fidelity Investments	Covington	KY	07/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2016 → 06/2022

Self Employed

Mt.HEalthy, OH
02/2017 → 06/2019

Mh Equipment

West Chester, OH
01/2016 → 11/2016

Slater Tile

Cincinnati, OH
07/2022 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-29

S66 Uniform Combined State Law Examination

2022-11-29

Other Names

Corey Ray Luman
Corey Luman

View on SEC IAPD

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