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Samuel R. Connett

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

Branch Locations

Covington, 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
St. Henry District High School - Student Erlanger KY 08/2015 05/2019
University Of Cincinnati - Student Cincinnati OH 08/2019 04/2023
Skyline Chili Florence KY 04/2017 05/2019
Dick'S Sporting Goods Florence KY 05/2019 08/2020
Anthem, Inc. Cincinnati OH 08/2020 12/2020
Great American Insurance Group Cincinnati OH 03/2021 07/2022
Vonlehman & Company Inc. Fort Wright KY 08/2022 12/2022
Fidelity Investments Covington KY 06/2023 Present
Orangetheory Fitness Kenwood OH 02/2023 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 05/2019
    St. Henry District High School - Student
    Erlanger, KY
  • 08/2019 → 04/2023
    University Of Cincinnati - Student
    Cincinnati, OH
  • 04/2017 → 05/2019
    Skyline Chili
    Florence, KY
  • 05/2019 → 08/2020
    Dick'S Sporting Goods
    Florence, KY
  • 08/2020 → 12/2020
    Anthem, Inc.
    Cincinnati, OH
  • 03/2021 → 07/2022
    Great American Insurance Group
    Cincinnati, OH
  • 08/2022 → 12/2022
    Vonlehman & Company Inc.
    Fort Wright, KY
  • 06/2023 → Present
    Fidelity Investments
    Covington, KY
  • 02/2023 → 05/2023
    Orangetheory Fitness
    Kenwood, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-29
S63 Uniform Securities Agent State Law Examination 2023-10-23
  • S66 Uniform Combined State Law Examination
    2024-04-29
  • S63 Uniform Securities Agent State Law Examination
    2023-10-23
Other Names
  • Sam Connett
  • Samuel Robert Connett

View on SEC IAPD

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