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Robert Williams

Strategic Advisers LLC

Covington, KY

Cincinnati, 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

Cincinnati, 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
Honey Baked Ham Company Cincinnati OH 11/2015 05/2017
Mike'S Carwash Cincinnati OH 06/2017 08/2017
Full-Time Education Cincinnati OH 08/2017 05/2018
Natorp'S Landscaping Mason OH 05/2018 08/2018
Full-Time Education Cincinnati OH 08/2018 11/2018
Target Cincinnati OH 12/2018 12/2018
Full-Time Education Cincinnati OH 01/2019 08/2019
Larosa'S Pizza Cincinnati OH 09/2019 11/2019
Great American Insurance Group Cincinnati OH 01/2020 08/2020
Full-Time Education Cincinnati OH 09/2020 05/2021
Doordash Cincinnati OH 06/2021 07/2021
Full-Time Education Cincinnati OH 08/2021 12/2021
Unemployed Cincinnati OH 06/2022 08/2022
Fidelity Investments Cincinnati OH 09/2022 Present
Part-Time Student Cincinnati OH 01/2022 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 05/2017
    Honey Baked Ham Company
    Cincinnati, OH
  • 06/2017 → 08/2017
    Mike'S Carwash
    Cincinnati, OH
  • 08/2017 → 05/2018
    Full-Time Education
    Cincinnati, OH
  • 05/2018 → 08/2018
    Natorp'S Landscaping
    Mason, OH
  • 08/2018 → 11/2018
    Full-Time Education
    Cincinnati, OH
  • 12/2018 → 12/2018
    Target
    Cincinnati, OH
  • 01/2019 → 08/2019
    Full-Time Education
    Cincinnati, OH
  • 09/2019 → 11/2019
    Larosa'S Pizza
    Cincinnati, OH
  • 01/2020 → 08/2020
    Great American Insurance Group
    Cincinnati, OH
  • 09/2020 → 05/2021
    Full-Time Education
    Cincinnati, OH
  • 06/2021 → 07/2021
    Doordash
    Cincinnati, OH
  • 08/2021 → 12/2021
    Full-Time Education
    Cincinnati, OH
  • 06/2022 → 08/2022
    Unemployed
    Cincinnati, OH
  • 09/2022 → Present
    Fidelity Investments
    Cincinnati, OH
  • 01/2022 → 05/2022
    Part-Time Student
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-10
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2023-10-10
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • Robert Thomas Williams
  • Robert Williams

View on SEC IAPD

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