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Anthony P Ohlhaut

Strategic Advisers LLC

Covington, KY

Lawrenceburg, IN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Lawrenceburg, IN • 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
Ymca Cincinnati OH 07/2016 10/2016
Fidelity Brokerage Services Llc Covington KY 12/2016 12/2017
Usaa Financial Advisors, Inc San Antonio TX 06/2018 02/2019
Ymca Schertz TX 02/2018 06/2018
Strategic Staffing Solutions San Antonio TX 06/2018 02/2019
Unemployed San Antonio TX 01/2018 01/2018
Unemployed Covington KY 11/2016 11/2016
Fidelity Brokerage Services Llc Covington KY 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 10/2016
    Ymca
    Cincinnati, OH
  • 12/2016 → 12/2017
    Fidelity Brokerage Services Llc
    Covington, KY
  • 06/2018 → 02/2019
    Usaa Financial Advisors, Inc
    San Antonio, TX
  • 02/2018 → 06/2018
    Ymca
    Schertz, TX
  • 06/2018 → 02/2019
    Strategic Staffing Solutions
    San Antonio, TX
  • 01/2018 → 01/2018
    Unemployed
    San Antonio, TX
  • 11/2016 → 11/2016
    Unemployed
    Covington, KY
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-30
S63 Uniform Securities Agent State Law Examination 2017-01-25
  • S66 Uniform Combined State Law Examination
    2019-05-30
  • S63 Uniform Securities Agent State Law Examination
    2017-01-25
Other Names
  • Anthony Paul Ohlhaut
  • Anthony Ohlhaut

View on SEC IAPD

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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
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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