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Brian Webb

Strategic Advisers LLC

Florence, 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
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Florence, 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
OrganizationCityStateFromTo
Fidelity Investments Covington KY 04/2023 Present
At&T Florence KY 09/2022 04/2023
At&T Florence KY 02/2022 09/2022
At&T Highland Heights KY 12/2021 02/2022
At&T Florence KY 06/2021 12/2021
Chili'S Florence KY 12/2020 06/2021
Crossroads Church Florence KY 09/2017 10/2020
Cincinnati Christian University Cincinnati OH 08/2013 01/2018
White Oak Christian Church Cincinnati OH 01/2016 01/2017
Cincinnati Christian University Cincinnati OH 01/2013 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Covington, KY
  • 09/2022 → 04/2023
    At&T
    Florence, KY
  • 02/2022 → 09/2022
    At&T
    Florence, KY
  • 12/2021 → 02/2022
    At&T
    Highland Heights, KY
  • 06/2021 → 12/2021
    At&T
    Florence, KY
  • 12/2020 → 06/2021
    Chili'S
    Florence, KY
  • 09/2017 → 10/2020
    Crossroads Church
    Florence, KY
  • 08/2013 → 01/2018
    Cincinnati Christian University
    Cincinnati, OH
  • 01/2016 → 01/2017
    White Oak Christian Church
    Cincinnati, OH
  • 01/2013 → 01/2017
    Cincinnati Christian University
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-12
  • S66 Uniform Combined State Law Examination
    2023-09-12
Other Names
  • Brian Gregory Webb
  • Brian Webb

View on SEC IAPD

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