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Claudia Wren May

Strategic Advisers LLC

Covington, KY

Covington, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Covington, KY • 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
OrganizationCityStateFromTo
The Red Pepperoni Madison IN 08/2015 08/2018
Red Lobster Florence KY 09/2020 02/2023
Madison Consolidated High School Madison IN 02/2013 06/2017
Madison Consolidated Schools Madison IN 06/2020 08/2020
The Accounting Firm Madison IN 08/2017 10/2017
Fidelity Investments Covington KY 02/2023 Present
Shady Nook Care Center Lawrenceburg IN 12/2020 01/2021
Ivy Tech Community College Madison IN 08/2017 05/2018
University Of Cincinnati Cincinnati OH 08/2018 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 08/2018
    The Red Pepperoni
    Madison, IN
  • 09/2020 → 02/2023
    Red Lobster
    Florence, KY
  • 02/2013 → 06/2017
    Madison Consolidated High School
    Madison, IN
  • 06/2020 → 08/2020
    Madison Consolidated Schools
    Madison, IN
  • 08/2017 → 10/2017
    The Accounting Firm
    Madison, IN
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 12/2020 → 01/2021
    Shady Nook Care Center
    Lawrenceburg, IN
  • 08/2017 → 05/2018
    Ivy Tech Community College
    Madison, IN
  • 08/2018 → 12/2020
    University Of Cincinnati
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-09
S63 Uniform Securities Agent State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2024-08-09
  • S63 Uniform Securities Agent State Law Examination
    2023-07-10
Other Names
  • Claudia Wren May
  • Claudia May

View on SEC IAPD

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