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Aaron J Talbert

Strategic Advisers LLC

Covington, KY

Burlington, 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 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

Burlington, 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
Fidelity Brokerage Service Llc Covington KY 01/2017 Present
Fidelity Investments Institutional Operations Company Inc Covington KY 11/2015 01/2017
Kentucky National Guard Frankfort KY 06/2007 01/2017
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → Present
    Fidelity Brokerage Service Llc
    Covington, KY
  • 11/2015 → 01/2017
    Fidelity Investments Institutional Operations Company Inc
    Covington, KY
  • 06/2007 → 01/2017
    Kentucky National Guard
    Frankfort, KY
  • 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
    Burlington, KY
    Covington, KY
  • 2018-05-02 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-30
  • S66 Uniform Combined State Law Examination
    2017-05-30
Other Names
  • Aaron James Talbert
  • Aaron Talbert

View on SEC IAPD

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