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Garrett Bird

Strategic Advisers LLC

Covington, KY

Morning View, 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
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Morning View, 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 Investments Covington KY 02/2023 Present
Sherwin-Williams Cold Spring KY 11/2019 02/2023
Sherwin-Williams Louisville KY 04/2018 11/2019
Shoot Point Blank/Range Usa Louisville KY 12/2017 03/2018
Sherwin-Williams La Grange KY 11/2016 12/2017
Unemployed Crestwood KY 05/2016 11/2016
Jefferson Community And Technical College Louisville KY 08/2016 05/2017
University Of Louisville Louisville KY 08/2017 05/2019
University Of Louisville Louisville KY 01/2018 04/2018
University Of Louisville Louisville KY 01/2019 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 11/2019 → 02/2023
    Sherwin-Williams
    Cold Spring, KY
  • 04/2018 → 11/2019
    Sherwin-Williams
    Louisville, KY
  • 12/2017 → 03/2018
    Shoot Point Blank/Range Usa
    Louisville, KY
  • 11/2016 → 12/2017
    Sherwin-Williams
    La Grange, KY
  • 05/2016 → 11/2016
    Unemployed
    Crestwood, KY
  • 08/2016 → 05/2017
    Jefferson Community And Technical College
    Louisville, KY
  • 08/2017 → 05/2019
    University Of Louisville
    Louisville, KY
  • 01/2018 → 04/2018
    University Of Louisville
    Louisville, KY
  • 01/2019 → 03/2019
    University Of Louisville
    Louisville, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-28
  • S66 Uniform Combined State Law Examination
    2023-06-28
Other Names
  • Garrett Blackburn Bird
  • Garrett Bird

View on SEC IAPD

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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

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