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Lee Michael Schneider

Strategic Advisers LLC

Covington, KY

West Chester, 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

West Chester, 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 11/2023 Present
Manor House Mason OH 05/2011 11/2023
Aya Healthcare San Diego CA 04/2022 09/2023
Good Samaritan Hospital Cincinnati OH 06/2020 03/2022
University Of Cincinnati Cincinnati OH 08/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → Present
    Fidelity Investments
    Covington, KY
  • 05/2011 → 11/2023
    Manor House
    Mason, OH
  • 04/2022 → 09/2023
    Aya Healthcare
    San Diego, CA
  • 06/2020 → 03/2022
    Good Samaritan Hospital
    Cincinnati, OH
  • 08/2015 → 05/2019
    University Of Cincinnati
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Chester, OH
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-02-23
Other Names
  • Lee Michael Schneider
  • Lee Schneider

View on SEC IAPD

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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
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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