James Brummitt

Strategic Advisers LLC

Liberty Township, OH

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
OH	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
OH RA
APPROVED

Since 2025-03-31

Branch Locations

Liberty Township, 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Covington	KY	04/2018	Present
Enterprise Rent-A-Car	Newport	KY	11/2014	04/2017
Robert Half International	Cincinnati	OH	04/2017	03/2018
Fidelity Investments	Boston	MA	03/2025	Present

04/2018 → Present

Fidelity Brokerage Services Llc

Covington, KY
11/2014 → 04/2017

Enterprise Rent-A-Car

Newport, KY
04/2017 → 03/2018

Robert Half International

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-10-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-30
S63	Uniform Securities Agent State Law Examination	2018-05-31

S66 Uniform Combined State Law Examination

2019-09-30
S63 Uniform Securities Agent State Law Examination

2018-05-31

Other Names

James Grady Brummitt
Jimmie Grady Brummitt
James Brummitt

View on SEC IAPD

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