Susana Lizeth Duffy

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Fidelity Investments	Covington	KY	08/2021	Present
Uc Health	Cincinnati	OH	12/2020	07/2021
Unemployment	Cincinnati	OH	03/2020	12/2020
Solar Tint	Cincinnati	OH	02/2020	03/2020
Ikea	West Chester	OH	05/2018	02/2020
College Hill Coffee	Cincinnati	OH	06/2014	05/2018
Fidelity Investments	Boston	MA	03/2025	Present

08/2021 → Present

Fidelity Investments

Covington, KY
12/2020 → 07/2021

Uc Health

Cincinnati, OH
03/2020 → 12/2020

Unemployment

Cincinnati, OH
02/2020 → 03/2020

Solar Tint

Cincinnati, OH
05/2018 → 02/2020

Ikea

West Chester, OH
06/2014 → 05/2018

College Hill Coffee

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-09-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Cincinnati, OH

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-07
S63	Uniform Securities Agent State Law Examination	2022-12-10

S66 Uniform Combined State Law Examination

2024-09-07
S63 Uniform Securities Agent State Law Examination

2022-12-10

Other Names

Susana Lizeth Duffy
Susana Duffy

View on SEC IAPD

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