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Devin Brogan Loechtenfeldt

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
Empress Chili Cincinnati OH 06/2017 02/2018
Kroger Co Cincinnati OH 07/2018 02/2019
Kroger Co Cincinnati OH 11/2019 12/2022
Ohio National Cincinnati OH 01/2021 09/2021
Fidelity Investments Covington KY 02/2023 Present
Elder High School Cincinnati OH 08/2014 05/2018
University Of Cincinnati Cincinnati OH 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 02/2018
    Empress Chili
    Cincinnati, OH
  • 07/2018 → 02/2019
    Kroger Co
    Cincinnati, OH
  • 11/2019 → 12/2022
    Kroger Co
    Cincinnati, OH
  • 01/2021 → 09/2021
    Ohio National
    Cincinnati, OH
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 08/2014 → 05/2018
    Elder High School
    Cincinnati, OH
  • 08/2018 → 05/2022
    University Of Cincinnati
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-09
S63 Uniform Securities Agent State Law Examination 2023-06-12
  • S66 Uniform Combined State Law Examination
    2024-08-09
  • S63 Uniform Securities Agent State Law Examination
    2023-06-12
Other Names
  • Devin Brogan Loechtenfeldt
  • Devin Loechtenfeldt

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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