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Maria Rizzo

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

Branch Locations

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

Covington, 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
Reliable Transportation Solutions Cincinnati OH 10/2021 09/2022
Fidelity Investments Covington KY 06/2023 Present
Nick & Tom'S Italian Resturant Cincinnati OH 05/2019 06/2019
Owos - Arthur'S Cafe Cincinnati OH 02/2021 03/2021
Christine'S Casual Dining Cincinnati OH 05/2018 01/2019
Brightview Health Cincinnati OH 03/2021 10/2021
Uprooted Consulting Cincinnati OH 05/2016 10/2017
Us Census Bureau Cincinnati OH 08/2020 08/2020
Victoria'S Secret Cincinnati OH 11/2017 05/2018
Unemployed Cincinnati OH 09/2022 06/2023
Unemployed Cincinnati OH 09/2020 02/2021
Unemployed Cincinnati OH 06/2019 08/2020
Unemployed Cincinnati OH 01/2019 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 09/2022
    Reliable Transportation Solutions
    Cincinnati, OH
  • 06/2023 → Present
    Fidelity Investments
    Covington, KY
  • 05/2019 → 06/2019
    Nick & Tom'S Italian Resturant
    Cincinnati, OH
  • 02/2021 → 03/2021
    Owos - Arthur'S Cafe
    Cincinnati, OH
  • 05/2018 → 01/2019
    Christine'S Casual Dining
    Cincinnati, OH
  • 03/2021 → 10/2021
    Brightview Health
    Cincinnati, OH
  • 05/2016 → 10/2017
    Uprooted Consulting
    Cincinnati, OH
  • 08/2020 → 08/2020
    Us Census Bureau
    Cincinnati, OH
  • 11/2017 → 05/2018
    Victoria'S Secret
    Cincinnati, OH
  • 09/2022 → 06/2023
    Unemployed
    Cincinnati, OH
  • 09/2020 → 02/2021
    Unemployed
    Cincinnati, OH
  • 06/2019 → 08/2020
    Unemployed
    Cincinnati, OH
  • 01/2019 → 05/2019
    Unemployed
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
S63 Uniform Securities Agent State Law Examination 2023-10-23
  • S66 Uniform Combined State Law Examination
    2024-12-11
  • S63 Uniform Securities Agent State Law Examination
    2023-10-23
Other Names
  • Maria Elizabeth Rizzo
  • Maria Rizzo

View on SEC IAPD

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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
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