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Spencer Person

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-09-10
OH RA APPROVED 2025-09-10
TX RA APPROVED 2025-09-10
  • KY RA
    APPROVED
    Since 2025-09-10
  • OH RA
    APPROVED
    Since 2025-09-10
  • TX RA
    APPROVED
    Since 2025-09-10

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Padgett Construction Ky KY 05/2022 08/2022
Black Bull Capital Partners Oh OH 06/2023 01/2024
Fidelity Investments Covington KY 03/2024 Present
Walnut Hills High School Oh OH 03/2014 05/2019
Abel Manufacturing Oh OH 01/2019 09/2021
Belles Llc Lexington KY 01/2022 09/2022
Ffb Inc Ludlow KY 08/2023 03/2024
Andover Construction Llc Ky KY 03/2021 08/2021
Univeristy Of Kentu Lexington KY 08/2019 05/2023
  • 05/2022 → 08/2022
    Padgett Construction
    Ky, KY
  • 06/2023 → 01/2024
    Black Bull Capital Partners
    Oh, OH
  • 03/2024 → Present
    Fidelity Investments
    Covington, KY
  • 03/2014 → 05/2019
    Walnut Hills High School
    Oh, OH
  • 01/2019 → 09/2021
    Abel Manufacturing
    Oh, OH
  • 01/2022 → 09/2022
    Belles Llc
    Lexington, KY
  • 08/2023 → 03/2024
    Ffb Inc
    Ludlow, KY
  • 03/2021 → 08/2021
    Andover Construction Llc
    Ky, KY
  • 08/2019 → 05/2023
    Univeristy Of Kentu
    Lexington, KY
Other Businesses

OBA-108094|OrgNmn:Walnut Hills High School|Org Addr:Cincinnati,Ohio,US|OBA Nature:School|Invst Rel:N|Title:Employee|Duties:Help coach high school soccer |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-03
S63 Uniform Securities Agent State Law Examination 2024-07-05
  • S66 Uniform Combined State Law Examination
    2025-09-03
  • S63 Uniform Securities Agent State Law Examination
    2024-07-05

View on SEC IAPD

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