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Austin James Neat

Strategic Advisers LLC

Covington, KY

Amelia, OH

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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

Amelia, OH • 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
Bethel-Tate Local Schools Bethel OH 08/2006 05/2020
University Of Cincinnati Cincinnati OH 08/2020 04/2023
Skyline Chili Bethel OH 04/2019 08/2023
Fidelity Investments Covington KY 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → 05/2020
    Bethel-Tate Local Schools
    Bethel, OH
  • 08/2020 → 04/2023
    University Of Cincinnati
    Cincinnati, OH
  • 04/2019 → 08/2023
    Skyline Chili
    Bethel, OH
  • 08/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Bethel, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-08
S63 Uniform Securities Agent State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2024-11-08
  • S63 Uniform Securities Agent State Law Examination
    2023-11-28
Other Names
  • Austin Neat

View on SEC IAPD

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