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Caleb Michael Furnish

Strategic Advisers LLC

Covington, KY

Bellevue, KY

Chicago, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-26
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2026-08-26
  • 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

Bellevue, KY • United States

Chicago, IL • United States

One North Lasalle Street, Chicago, IL 60602-3902 • 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
Ball Homes Lexington KY 01/2023 04/2023
State Farm Insurance Lexington KY 02/2021 02/2023
Xooker Lexington KY 05/2021 08/2021
Lassing Pointe Golf Course Union KY 09/2017 08/2019
Xpress Valet Lexington KY 08/2021 12/2021
Camporosso Fort Mitchell KY 09/2016 02/2017
Jones Service Group Walton KY 06/2020 08/2022
Fedex Independence KY 05/2020 06/2020
Door Dash Lexington KY 12/2021 12/2022
Fidelity Investments Covington KY 08/2023 Present
University Of Kentucky Lexington KY 08/2019 05/2023
Larry A. Ryle High School Union KY 08/2015 05/2019
Honey Baked Ham Cincinnati OH 12/2022 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → 04/2023
    Ball Homes
    Lexington, KY
  • 02/2021 → 02/2023
    State Farm Insurance
    Lexington, KY
  • 05/2021 → 08/2021
    Xooker
    Lexington, KY
  • 09/2017 → 08/2019
    Lassing Pointe Golf Course
    Union, KY
  • 08/2021 → 12/2021
    Xpress Valet
    Lexington, KY
  • 09/2016 → 02/2017
    Camporosso
    Fort Mitchell, KY
  • 06/2020 → 08/2022
    Jones Service Group
    Walton, KY
  • 05/2020 → 06/2020
    Fedex
    Independence, KY
  • 12/2021 → 12/2022
    Door Dash
    Lexington, KY
  • 08/2023 → Present
    Fidelity Investments
    Covington, KY
  • 08/2019 → 05/2023
    University Of Kentucky
    Lexington, KY
  • 08/2015 → 05/2019
    Larry A. Ryle High School
    Union, KY
  • 12/2022 → 01/2023
    Honey Baked Ham
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dayton, KY
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
S63 Uniform Securities Agent State Law Examination 2024-01-04
  • S66 Uniform Combined State Law Examination
    2024-12-11
  • S63 Uniform Securities Agent State Law Examination
    2024-01-04
Other Names
  • Caleb Furnish

View on SEC IAPD

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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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