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Debra Mohr

Strategic Advisers LLC

Mason, OH

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
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Mason, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Brokerage Services Llc Covington KY 03/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-6537|OrgNmn:Astronomics, LLC|Org Addr:West Chest,Ohio,US|OBA Nature:Credit counseling for commerci|Invst Rel:N|Title:Member|Duties:Inactive.|StrtDt:03-15-03|TotHrs/mon:1|TrdHrs/mon:0|OBA-6538|OrgNmn:Ageless Entertainers, LLC|Org Addr:Cleves,Ohio,US|OBA Nature:Entertainment for singers and |Invst Rel:N|Title:Member|Duties:Inactive.|StrtDt:04-14-05|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-22
  • S66 Uniform Combined State Law Examination
    2004-06-22
Other Names
  • Debra Ann Hanft
  • Debra Ann Mohr

View on SEC IAPD

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