Bruce Paul Kohls

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1993 → Present
  Fidelity Brokerage Services, Inc.
  Cincinnati, OH
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Cincinnati, OH
  Melbourne, KY
• 2003-01-14 → 2018-07-13
  Strategic Advisers Llc
  Cincinnati, OH
  Blue Ash, OH

Other Businesses

OBA-1032|OrgNmn:OAK VALLEY FIREARMS LLC|Org Addr:MELBOURNE,Kentucky,US|OBA Nature:CUSTOM ORDERED SHOOTING SUPPLI|Invst Rel:N|Title:PRESIDENT. COMPANY SET UP AS SOL|Duties:CUSTOM ORDERED SHOOTING SUPPPLIES|StrtDt:12-03-09|TotHrs/mon:10|TrdHrs/mon:0|OBA-113357|OrgNmn:Oak Valley Enterprises LLC|Org Addr:Melbourne,Kentucky,US|OBA Nature:Rental real estate|Invst Rel:Y|Title:Officer|Duties:Manage lease and rent payments.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2000-02-29
• S63 Uniform Securities Agent State Law Examination
  1992-06-23