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Carlos Varela

Strategic Advisers LLC

Covington, KY

Florence, 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 2026-08-29
TX RA APPROVED 2026-08-29
  • KY RA
    APPROVED
    Since 2026-08-29
  • TX RA
    APPROVED
    Since 2026-08-29

Branch Locations

100 Howe Drive, Covington, KY 41015 • United States

Florence, KY • 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
University Of Kentucky Lexington KY 08/2019 05/2022
Four Facets Cincinnati OH 01/2025 01/2025
University Of Kentucky Lexington KY 01/2024 06/2024
Kroger Florence KY 10/2017 02/2018
Amazon.COm Services Llc Erlanger KY 07/2022 04/2025
Unemployed Florence KY 03/2018 07/2019
University Of Kentucky Lexington KY 08/2019 05/2022
Uber Eats Florence KY 06/2022 12/2022
University Of Kentucky Lexington KY 08/2023 05/2024
Fidelity Investments Covington KY 04/2025 Present
Unemployed Florence KY 04/2015 09/2017
  • 08/2019 → 05/2022
    University Of Kentucky
    Lexington, KY
  • 01/2025 → 01/2025
    Four Facets
    Cincinnati, OH
  • 01/2024 → 06/2024
    University Of Kentucky
    Lexington, KY
  • 10/2017 → 02/2018
    Kroger
    Florence, KY
  • 07/2022 → 04/2025
    Amazon.COm Services Llc
    Erlanger, KY
  • 03/2018 → 07/2019
    Unemployed
    Florence, KY
  • 08/2019 → 05/2022
    University Of Kentucky
    Lexington, KY
  • 06/2022 → 12/2022
    Uber Eats
    Florence, KY
  • 08/2023 → 05/2024
    University Of Kentucky
    Lexington, KY
  • 04/2025 → Present
    Fidelity Investments
    Covington, KY
  • 04/2015 → 09/2017
    Unemployed
    Florence, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-27
S63 Uniform Securities Agent State Law Examination 2025-07-18
  • S66 Uniform Combined State Law Examination
    2026-08-27
  • S63 Uniform Securities Agent State Law Examination
    2025-07-18

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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