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Mark Schweinberg

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
Elder High School Cincinnati OH 08/2016 05/2020
University Of Cincinnati Cincinnati OH 08/2020 08/2022
Raising Canes Cincinnati OH 12/2018 04/2019
Scarlet And Grey Cincinnati OH 12/2019 04/2020
Education At Work Cincinnati OH 02/2022 12/2022
Fidelity Investments Cincinnati OH 12/2022 Present
Mullinberg Landscaping Cincinnati OH 04/2017 01/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2020
    Elder High School
    Cincinnati, OH
  • 08/2020 → 08/2022
    University Of Cincinnati
    Cincinnati, OH
  • 12/2018 → 04/2019
    Raising Canes
    Cincinnati, OH
  • 12/2019 → 04/2020
    Scarlet And Grey
    Cincinnati, OH
  • 02/2022 → 12/2022
    Education At Work
    Cincinnati, OH
  • 12/2022 → Present
    Fidelity Investments
    Cincinnati, OH
  • 04/2017 → 01/2022
    Mullinberg Landscaping
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
S63 Uniform Securities Agent State Law Examination 2023-03-29
  • S66 Uniform Combined State Law Examination
    2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2023-03-29
Other Names
  • Mark Thomas Schweinberg
  • Mark Schweinberg

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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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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