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Gunnar Wall

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

CRD 7963231

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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 2026-08-04
OH RA APPROVED 2026-08-04
TX RA APPROVED 2026-08-04
  • KY RA
    APPROVED
    Since 2026-08-04
  • OH RA
    APPROVED
    Since 2026-08-04
  • TX RA
    APPROVED
    Since 2026-08-04

Branch Locations

Cincinnati, OH • 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
Kelsey Chevrolet Greendale IN 03/2019 05/2019
United States Naval Academy Annapolis MD 06/2019 06/2021
Chad'S Drive Thru Cincinnati OH 09/2021 07/2024
Fidelity Investments Covington KY 07/2024 Present
Elder High School Cincinnati OH 08/2015 05/2019
First Financial Bank Cincinnati OH 05/2023 05/2024
Rueve Landscape Company Cincinnati OH 06/2021 04/2023
Elder High School Cincinnati OH 09/2022 Present
  • 03/2019 → 05/2019
    Kelsey Chevrolet
    Greendale, IN
  • 06/2019 → 06/2021
    United States Naval Academy
    Annapolis, MD
  • 09/2021 → 07/2024
    Chad'S Drive Thru
    Cincinnati, OH
  • 07/2024 → Present
    Fidelity Investments
    Covington, KY
  • 08/2015 → 05/2019
    Elder High School
    Cincinnati, OH
  • 05/2023 → 05/2024
    First Financial Bank
    Cincinnati, OH
  • 06/2021 → 04/2023
    Rueve Landscape Company
    Cincinnati, OH
  • 09/2022 → Present
    Elder High School
    Cincinnati, OH
Other Businesses

OBA-111320|OrgNmn:Elder High School |Org Addr:Cincinnati,Ohio,US|OBA Nature:Education|Invst Rel:N|Title:Employee|Duties:attending practices and games on a weekly basis |StrtDt:09-09-22|TotHrs/mon:28|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-31
S63 Uniform Securities Agent State Law Examination 2024-10-28
  • S66 Uniform Combined State Law Examination
    2026-07-31
  • S63 Uniform Securities Agent State Law Examination
    2024-10-28

View on SEC IAPD

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