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Erin Mullen

Strategic Advisers LLC

Cincinnati, OH

Cincinnati, OH

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

Branch Locations

Cincinnati, OH • United States

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • 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 12/2016 Present
Pep Promotions Cincinnati OH 09/2016 11/2016
Miami University Oxford OH 07/2015 09/2016
Rodan + Fields Oxford OH 07/2016 10/2016
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 09/2016 → 11/2016
    Pep Promotions
    Cincinnati, OH
  • 07/2015 → 09/2016
    Miami University
    Oxford, OH
  • 07/2016 → 10/2016
    Rodan + Fields
    Oxford, OH
  • 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
    Cincinnati, OH
    Cincinnati, OH
  • 2017-09-26 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-22
S63 Uniform Securities Agent State Law Examination 2017-01-25
  • S66 Uniform Combined State Law Examination
    2017-09-22
  • S63 Uniform Securities Agent State Law Examination
    2017-01-25
Other Names
  • Erin Louise Ambrose
  • Erin Louise Mullen

View on SEC IAPD

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