Best Investors Account Sign in

Julia Fisher

Strategic Advisers LLC

Morrow, OH

Covington, KY

Claim This Profile
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

Morrow, 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
Chuy'S Opco, Inc. Olathe KS 07/2020 09/2020
Fidelity Investments Covington KY 09/2020 Present
Unemployed Cincinnati OH 02/2020 07/2020
Genesis Health Clubs - Front Desk Attendant Kansas City MO 04/2019 02/2020
Waddell + Reed, Inc. Shawnee Mission KS 04/2018 02/2020
Cuy'S Opco, Inc. Olathe KS 07/2017 06/2018
Us Real Estate Equity Builder Llc Kansas City MO 09/2017 10/2017
Chuy'S Opco, Inc Kansas City MO 01/2015 07/2017
C2 Marketing + Strategy Overland Park KS 02/2017 05/2017
Rockhurst University Kansas City MO 08/2013 05/2017
Ollie'S Local Kansas City MO 01/2017 04/2017
Rockhurt University Kansas City MO 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 09/2020
    Chuy'S Opco, Inc.
    Olathe, KS
  • 09/2020 → Present
    Fidelity Investments
    Covington, KY
  • 02/2020 → 07/2020
    Unemployed
    Cincinnati, OH
  • 04/2019 → 02/2020
    Genesis Health Clubs - Front Desk Attendant
    Kansas City, MO
  • 04/2018 → 02/2020
    Waddell + Reed, Inc.
    Shawnee Mission, KS
  • 07/2017 → 06/2018
    Cuy'S Opco, Inc.
    Olathe, KS
  • 09/2017 → 10/2017
    Us Real Estate Equity Builder Llc
    Kansas City, MO
  • 01/2015 → 07/2017
    Chuy'S Opco, Inc
    Kansas City, MO
  • 02/2017 → 05/2017
    C2 Marketing + Strategy
    Overland Park, KS
  • 08/2013 → 05/2017
    Rockhurst University
    Kansas City, MO
  • 01/2017 → 04/2017
    Ollie'S Local
    Kansas City, MO
  • 08/2013 → 05/2017
    Rockhurt University
    Kansas City, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
S63 Uniform Securities Agent State Law Examination 2021-01-15
  • S66 Uniform Combined State Law Examination
    2023-03-31
  • S63 Uniform Securities Agent State Law Examination
    2021-01-15
Other Names
  • Julia Elizabeth Posada
  • Julia Elizabeth Fisher

View on SEC IAPD

More in Morrow, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor