Stephanie N Vickers

Strategic Advisers LLC

CRD 6722443

Claim This Profile

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

Authority	Category	Status	Date
KY	RA	APPROVED	2026-04-14
TX	RA	APPROVED	2026-04-14

KY RA
APPROVED

Since 2026-04-14
TX RA
APPROVED

Since 2026-04-14

Branch Locations

Crittenden, KY • 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

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Covington	KY	10/2016	Present
Certified Flooring Installations	Hebron	KY	08/2015	10/2016

10/2016 → Present

Fidelity Brokerage Services, Llc

Covington, KY
08/2015 → 10/2016

Certified Flooring Installations

Hebron, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-27
S63	Uniform Securities Agent State Law Examination	2016-12-10

S66 Uniform Combined State Law Examination

2026-03-27
S63 Uniform Securities Agent State Law Examination

2016-12-10

Other Names

Stephanie Nichole Brossart
Stephanie Nichole Vickers

View on SEC IAPD

More in Crittenden, KY

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor