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Samuel Sprague

Strategic Advisers LLC

Covington, KY

Harrison, 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

Harrison, 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
Fidelity Investments Covington KY 09/2023 Present
Self-Employed Cincinnati OH 02/2023 08/2023
Storopack Cincinnati OH 08/2021 02/2023
Qliqsoft Dallas TX 02/2021 07/2021
Updox Columbus OH 10/2018 02/2021
Aep Energy Columbus OH 01/2017 08/2017
Columbus State Community College Columbus OH 08/2016 12/2016
State Farm Columbus OH 03/2018 08/2018
Unemployed Coolumbus OH 09/2017 02/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → Present
    Fidelity Investments
    Covington, KY
  • 02/2023 → 08/2023
    Self-Employed
    Cincinnati, OH
  • 08/2021 → 02/2023
    Storopack
    Cincinnati, OH
  • 02/2021 → 07/2021
    Qliqsoft
    Dallas, TX
  • 10/2018 → 02/2021
    Updox
    Columbus, OH
  • 01/2017 → 08/2017
    Aep Energy
    Columbus, OH
  • 08/2016 → 12/2016
    Columbus State Community College
    Columbus, OH
  • 03/2018 → 08/2018
    State Farm
    Columbus, OH
  • 09/2017 → 02/2018
    Unemployed
    Coolumbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-18
  • S66 Uniform Combined State Law Examination
    2024-03-18

View on SEC IAPD

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JAIME MARIE LANHAM
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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