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Levi Berg

Strategic Advisers LLC

Newport, 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

Newport, 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 08/2022 Present
Gannett Cincinnati OH 12/2020 08/2022
E+O Kitchen Cincinnati OH 10/2018 12/2020
Jeffrey R Anderson Real Estate Cincinnati OH 09/2019 02/2020
Bankers Life Insurance Loveland OH 02/2019 07/2019
Palomino - Restaurants Unlimited Cincinnati OH 07/2017 10/2018
Blinkers Tavern Covington KY 04/2017 10/2017
Logans Roadhouse Florence KY 04/2016 04/2017
Northern Kentucky University Highland Heights KY 08/2014 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Covington, KY
  • 12/2020 → 08/2022
    Gannett
    Cincinnati, OH
  • 10/2018 → 12/2020
    E+O Kitchen
    Cincinnati, OH
  • 09/2019 → 02/2020
    Jeffrey R Anderson Real Estate
    Cincinnati, OH
  • 02/2019 → 07/2019
    Bankers Life Insurance
    Loveland, OH
  • 07/2017 → 10/2018
    Palomino - Restaurants Unlimited
    Cincinnati, OH
  • 04/2017 → 10/2017
    Blinkers Tavern
    Covington, KY
  • 04/2016 → 04/2017
    Logans Roadhouse
    Florence, KY
  • 08/2014 → 12/2018
    Northern Kentucky University
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
  • S66 Uniform Combined State Law Examination
    2023-11-20

View on SEC IAPD

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