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Derrick L. Rhodes

Strategic Advisers LLC

Crestwood, KY

Louisville, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-14
KY RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-07-14
  • KY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Crestwood, KY • United States

500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 03/2017 12/2021
Bank Of America, N.A. Jacksonville FL 03/2017 12/2021
Seasons 52 Jacksonville FL 02/2016 03/2017
Fidelity Investments Louisville KY 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → 12/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 03/2017 → 12/2021
    Bank Of America, N.A.
    Jacksonville, FL
  • 02/2016 → 03/2017
    Seasons 52
    Jacksonville, FL
  • 11/2021 → Present
    Fidelity Investments
    Louisville, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-07
  • S66 Uniform Combined State Law Examination
    2017-06-07
Other Names
  • Derrick Rhodes
  • Derrick Lavell Rhodes
  • Derrick L Rhodes

View on SEC IAPD

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