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Olivia G. Croft

Strategic Advisers LLC

Covington, KY

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
  • KY RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Magellan Way, Covington, KY 41015-1987 • United States

Covington, 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
Fidelity Brokerage Services Llc Covington KY 09/2017 Present
Advantage Solutions Cincinnati OH 05/2017 09/2017
Performance Lexus Rivercenter Covington KY 02/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 05/2017 → 09/2017
    Advantage Solutions
    Cincinnati, OH
  • 02/2016 → 04/2017
    Performance Lexus Rivercenter
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-117584|OrgNmn:Spellbound Bread Co.|Org Addr:Covington,Kentucky,US|OBA Nature:Small micro bakery selling sou|Invst Rel:N|Title:Business owner|Duties:None|StrtDt:|TotHrs/mon:52|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-30
S63 Uniform Securities Agent State Law Examination 2018-06-01
  • S65 Uniform Investment Adviser Law Examination
    2020-07-30
  • S63 Uniform Securities Agent State Law Examination
    2018-06-01
Other Names
  • Olivia Gayle Lehman
  • Olivia Gayle Croft
  • Olivia Croft

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
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
EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

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