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Thomas A Frietch

Strategic Advisers LLC

Covington, KY

Blue Ash, 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

Blue Ash, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Cincinnati OH 09/2007 07/2018
Fidelity Brokerage Services Llc Covington KY 09/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → 07/2018
    Fidelity Investments
    Cincinnati, OH
  • 09/2018 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-10-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2011-10-04 → 2018-07-12
    Strategic Advisers Llc
    Wexford, PA
    Pittsburgh, PA
    Millburn, NJ
    Pittsburgh, PA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-15
S63 Uniform Securities Agent State Law Examination 2008-01-03
  • S66 Uniform Combined State Law Examination
    2011-09-15
  • S63 Uniform Securities Agent State Law Examination
    2008-01-03
Designations
Other Names
  • Thomas Andrew Frietch
  • Thomas Frietch

View on SEC IAPD

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