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Matthew Carmen Ohlhaut

Strategic Advisers LLC

Cincinnati, OH

Covington, 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

Covington, 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
Fidelity Investments Covington KY 06/2021 Present
Marian University Indianapolis IN 08/2019 05/2022
Hidden Valley Golf Course Lawrenceburg IN 05/2019 08/2019
Muskingum University New Concord OH 08/2018 05/2019
Lawrenceburg High School Lawrenceburg IN 08/2014 06/2018
Ymca Burlington KY 10/2017 03/2018
Perfect North Slopes Lawrenceburg IN 12/2020 03/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2019 → 05/2022
    Marian University
    Indianapolis, IN
  • 05/2019 → 08/2019
    Hidden Valley Golf Course
    Lawrenceburg, IN
  • 08/2018 → 05/2019
    Muskingum University
    New Concord, OH
  • 08/2014 → 06/2018
    Lawrenceburg High School
    Lawrenceburg, IN
  • 10/2017 → 03/2018
    Ymca
    Burlington, KY
  • 12/2020 → 03/2022
    Perfect North Slopes
    Lawrenceburg, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Fort Wright, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-06
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2024-03-06
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Matthew Carmen Ohlhaut
  • Matthew Ohlhaut

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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