Avery Wood

Strategic Advisers LLC

Claim This Profile

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
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Alexandria, KY • 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	Covington	KY	02/2023	Present
U.S. Bank	Cincinnati	OH	07/2019	02/2023
Kelley Galloway Smith Goolsby, Psc	Cincinnati	OH	02/2016	07/2019
Northern Kentucky University	Highland Heights	KY	08/2016	08/2017
Southern New Hampshire University	Manchester	NH	08/2017	04/2019
Fidelity Investments	Boston	MA	03/2025	Present

02/2023 → Present

Fidelity Brokerage Services

Covington, KY
07/2019 → 02/2023

U.S. Bank

Cincinnati, OH
02/2016 → 07/2019

Kelley Galloway Smith Goolsby, Psc

Cincinnati, OH
08/2016 → 08/2017

Northern Kentucky University

Highland Heights, KY
08/2017 → 04/2019

Southern New Hampshire University

Manchester, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-07-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-03

S66 Uniform Combined State Law Examination

2023-07-03

Other Names

Avery William Wood
Avery Wood

View on SEC IAPD

More in Alexandria, KY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor