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Alan Green

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

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
Groneck Transportation Florence KY 10/2014 09/2022
Nederlander Entertainment Rochester MI 04/2017 04/2017
Music And Event Management, Inc. Cincinnati OH 05/2017 05/2017
University Of Cincinnati Cincinnati OH 05/2020 08/2022
Fidelity Investments Covington KY 07/2023 Present
Fidelity Investments Covington KY 09/2022 07/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → 09/2022
    Groneck Transportation
    Florence, KY
  • 04/2017 → 04/2017
    Nederlander Entertainment
    Rochester, MI
  • 05/2017 → 05/2017
    Music And Event Management, Inc.
    Cincinnati, OH
  • 05/2020 → 08/2022
    University Of Cincinnati
    Cincinnati, OH
  • 07/2023 → Present
    Fidelity Investments
    Covington, KY
  • 09/2022 → 07/2023
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Cincinnati, OH
Other Businesses

OBA-122917|OrgNmn:NTL Trucking|Org Addr:Covington,Kentucky,US|OBA Nature:Logistics|Invst Rel:N|Title:Commercial Driver|Duties:Commercial Driver|StrtDt:09-08-25|TotHrs/mon:100|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
  • S66 Uniform Combined State Law Examination
    2024-12-30
Other Names
  • Alan Cavell Green
  • Alan Green

View on SEC IAPD

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