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Steven Alan Dursch

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

CRD 5833915

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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:

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

Branch Locations

Cincinnati, OH • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • 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
Fidelity Brokerage Services Llc Covington KY 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → 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
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Covington, KY
    Cincinnati, OH
  • 2013-03-06 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Covington, KY
Other Businesses

OBA-9511|OrgNmn:Double Exposure|Org Addr:New York C,New York,US|OBA Nature:They provide demo support to b|Invst Rel:N|Title:Herald|Duties:I will be running board game demos at local stores and conventions.|StrtDt:04-20-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-04
S63 Uniform Securities Agent State Law Examination 2010-11-08
  • S66 Uniform Combined State Law Examination
    2013-03-04
  • S63 Uniform Securities Agent State Law Examination
    2010-11-08
Other Names
  • Steven Dursch

View on SEC IAPD

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