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Blake Limbaugh

Strategic Advisers LLC

Lee'S Summit, MO

Overland Park, KS

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
MO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lee'S Summit, MO • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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 Overland Park KS 01/2015 03/2022
Bank Of America, N.A. Overland Park KS 01/2015 03/2022
Engage Wealth Advisors, Llc Overland Park KS 03/2022 03/2023
Fidelity Investments Overland Park KS 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2023-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
  • 2022-04-08 → 2023-03-21
    Engage Wealth Advisors, Llc
    Overland Park, KS
  • 2018-09-10 → 2022-03-15
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Clayton, MO
    Overland Park, KS
    Belton, MO
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
    Overland Park, KS
    Kansas City, MO
    Belton, MO
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-07
  • S66 Uniform Combined State Law Examination
    2018-09-07
Other Names
  • Blake Limbaugh
  • Blake Matthew Limbaugh

View on SEC IAPD

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