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Sean Scaffidi

Strategic Advisers LLC

Covington, KY

Ludlow, 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 2025-09-04
TX RA APPROVED 2025-09-04
  • KY RA
    APPROVED
    Since 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

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

Ludlow, 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 Llc Covington KY 10/2022 Present
Child Focus Cincinnati OH 04/2022 08/2022
Justiceworks Cincinnati OH 02/2022 04/2022
The Ranch Community Store Morgantown WV 10/2021 01/2022
Sheetz Morgantown WV 05/2021 10/2021
Texas Roadhouse Star City WV 02/2015 05/2021
Cheddars Morgantown WV 02/2015 05/2021
  • 10/2022 → Present
    Fidelity Investments Llc
    Covington, KY
  • 04/2022 → 08/2022
    Child Focus
    Cincinnati, OH
  • 02/2022 → 04/2022
    Justiceworks
    Cincinnati, OH
  • 10/2021 → 01/2022
    The Ranch Community Store
    Morgantown, WV
  • 05/2021 → 10/2021
    Sheetz
    Morgantown, WV
  • 02/2015 → 05/2021
    Texas Roadhouse
    Star City, WV
  • 02/2015 → 05/2021
    Cheddars
    Morgantown, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2023-03-31
Other Names
  • Sean Michael Scaffidi
  • Sean Scaffidi

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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