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Joseph Paul Berno

Strategic Advisers LLC

Cincinnati, OH

Covington, 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
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

100 Howe Drive, Covington, KY 41015-5000 • 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 06/2019 Present
Ohio State University Dining Services Columbus OH 08/2017 05/2019
Macy's, Inc Cincinnati OH 05/2018 08/2018
The Ohio State University Columbus OH 08/2015 05/2019
Ubs Financial Services Cincinnati OH 05/2017 08/2017
Summit Estates Swim And Tennis Club Cincinnati OH 05/2013 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 08/2017 → 05/2019
    Ohio State University Dining Services
    Columbus, OH
  • 05/2018 → 08/2018
    Macy's, Inc
    Cincinnati, OH
  • 08/2015 → 05/2019
    The Ohio State University
    Columbus, OH
  • 05/2017 → 08/2017
    Ubs Financial Services
    Cincinnati, OH
  • 05/2013 → 08/2017
    Summit Estates Swim And Tennis Club
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-13
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2020-11-13
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06

View on SEC IAPD

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