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Samuel David Schaefer

Strategic Advisers LLC

Covington, KY

Amelia, OH

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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

100 Howe Drive, Covington, KY 41015-5000 • United States

Amelia, OH • 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 08/2022 Present
Fidelity Investments Covington KY 07/2022 08/2022
Education At Work Highland Heights KY 01/2019 07/2022
Invizishield Milford OH 06/2018 11/2018
Coldstream Country Club Cincinnati OH 04/2012 08/2018
Archbishiop Mcnicholas High School Cincinnati OH 08/2014 06/2018
Northern Kentucky University Highland Heights OH 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Covington, KY
  • 07/2022 → 08/2022
    Fidelity Investments
    Covington, KY
  • 01/2019 → 07/2022
    Education At Work
    Highland Heights, KY
  • 06/2018 → 11/2018
    Invizishield
    Milford, OH
  • 04/2012 → 08/2018
    Coldstream Country Club
    Cincinnati, OH
  • 08/2014 → 06/2018
    Archbishiop Mcnicholas High School
    Cincinnati, OH
  • 08/2018 → 05/2022
    Northern Kentucky University
    Highland Heights, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2023-03-31
Other Names
  • Samuel David Schaefer
  • Samuel Schaefer

View on SEC IAPD

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