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Dylan G. Merrill

Strategic Advisers LLC

Covington, KY

Dayton, 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 2025-11-05
OH RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
  • KY RA
    APPROVED
    Since 2025-11-05
  • OH RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Dayton, 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 12/2023 Present
Flemings Prime Steakhouse & Wine Bar Beavercreek OH 05/2022 05/2023
Widmers Cincinnati OH 06/2019 07/2021
Frischs Restaurants Kettering OH 08/2017 02/2019
Unemployed Dayton OH 05/2023 11/2023
Unemployed N/A XX 07/2021 05/2022
Unemployed N/A XX 01/2013 07/2017
Unemployed Unemployed OH 03/2019 05/2019
  • 12/2023 → Present
    Fidelity Investments
    Covington, KY
  • 05/2022 → 05/2023
    Flemings Prime Steakhouse & Wine Bar
    Beavercreek, OH
  • 06/2019 → 07/2021
    Widmers
    Cincinnati, OH
  • 08/2017 → 02/2019
    Frischs Restaurants
    Kettering, OH
  • 05/2023 → 11/2023
    Unemployed
    Dayton, OH
  • 07/2021 → 05/2022
    Unemployed
    N/A, XX
  • 01/2013 → 07/2017
    Unemployed
    N/A, XX
  • 03/2019 → 05/2019
    Unemployed
    Unemployed, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
S63 Uniform Securities Agent State Law Examination 2024-02-21
  • S66 Uniform Combined State Law Examination
    2025-10-28
  • S63 Uniform Securities Agent State Law Examination
    2024-02-21
Other Names
  • Dylan George Merrill
  • Dylan Merrill

View on SEC IAPD

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JAIME MARIE LANHAM
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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
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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