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Samuel Mershon

Strategic Advisers LLC

Covington, KY

Independence, 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

Independence, 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
Mnc Brokerage Covington KY 03/2016 02/2017
Hall's Paving And Sealing Covington KY 06/2016 02/2017
Northern Kentucky University Highland Heights KY 08/2012 12/2016
Fidelity Brokerage Service Llc Covington KY 02/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 02/2017
    Mnc Brokerage
    Covington, KY
  • 06/2016 → 02/2017
    Hall's Paving And Sealing
    Covington, KY
  • 08/2012 → 12/2016
    Northern Kentucky University
    Highland Heights, KY
  • 02/2017 → Present
    Fidelity Brokerage Service Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2018-06-21 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-14
S63 Uniform Securities Agent State Law Examination 2017-04-10
  • S66 Uniform Combined State Law Examination
    2018-06-14
  • S63 Uniform Securities Agent State Law Examination
    2017-04-10
Other Names
  • Samuel Allen Mershon
  • Sam Allen Mershon
  • Samuel Mershon

View on SEC IAPD

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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
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