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Samuel Bruggemann

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

CRD 7607445

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Cincinnati, 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
OrganizationCityStateFromTo
Full-Time Student Athens OH 08/2016 04/2017
Kentucky Speedway Sparta KY 05/2017 07/2017
Nelson Dining Hall Athens OH 09/2017 10/2017
Full Time Student Athens OH 10/2017 02/2018
Tsc Apparel Blue Ash OH 02/2018 04/2018
Kentucky Speedway Sparta KY 05/2018 07/2018
Hbse Camden NJ 08/2018 05/2019
Unemployed Loveland OH 05/2019 08/2019
Cintas Mason OH 08/2019 07/2022
Fidelity Covington KY 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 04/2017
    Full-Time Student
    Athens, OH
  • 05/2017 → 07/2017
    Kentucky Speedway
    Sparta, KY
  • 09/2017 → 10/2017
    Nelson Dining Hall
    Athens, OH
  • 10/2017 → 02/2018
    Full Time Student
    Athens, OH
  • 02/2018 → 04/2018
    Tsc Apparel
    Blue Ash, OH
  • 05/2018 → 07/2018
    Kentucky Speedway
    Sparta, KY
  • 08/2018 → 05/2019
    Hbse
    Camden, NJ
  • 05/2019 → 08/2019
    Unemployed
    Loveland, OH
  • 08/2019 → 07/2022
    Cintas
    Mason, OH
  • 08/2022 → Present
    Fidelity
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-90545|OrgNmn:HKB Solutions Group LLC|Org Addr:Loveland,Ohio,US|OBA Nature:Dropships disposables and PPE |Invst Rel:N|Title:Partner|Duties:I am a partial owner of the business. I am a middle man that would be processing sales of requested items from customer to the manufactor afte|StrtDt:04-26-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-10
  • S66 Uniform Combined State Law Examination
    2023-01-10
Other Names
  • Samuel Ernest Bruggemann
  • Samuel Bruggemann

View on SEC IAPD

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