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Joshua Kyle Gries

Strategic Advisers LLC

Covington, KY

Crestview Hills, KY

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 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Crestview Hills, KY • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • 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
The Job Center Ky KY 05/2017 08/2017
Fed Ex Ground Ky KY 09/2023 12/2023
Fidelity Investments Covington KY 03/2024 Present
Self Employed Kentucky KY 05/2021 02/2024
Unemployment Ft.MItchell KY 04/2019 07/2019
United Radio Inc. Dba Bluestar Kentucky KY 07/2019 05/2021
Fed Ex Ground Ky KY 09/2018 04/2019
Self Employed Ky KY 05/2018 09/2018
United Radio Dba Bluestar Ky KY 08/2017 05/2018
Adecco Staffing Ky KY 09/2016 01/2017
Self Employed Ky KY 03/2014 09/2016
Unemployed/Self Ft.MItchell KY 01/2017 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2017
    The Job Center
    Ky, KY
  • 09/2023 → 12/2023
    Fed Ex Ground
    Ky, KY
  • 03/2024 → Present
    Fidelity Investments
    Covington, KY
  • 05/2021 → 02/2024
    Self Employed
    Kentucky, KY
  • 04/2019 → 07/2019
    Unemployment
    Ft.MItchell, KY
  • 07/2019 → 05/2021
    United Radio Inc. Dba Bluestar
    Kentucky, KY
  • 09/2018 → 04/2019
    Fed Ex Ground
    Ky, KY
  • 05/2018 → 09/2018
    Self Employed
    Ky, KY
  • 08/2017 → 05/2018
    United Radio Dba Bluestar
    Ky, KY
  • 09/2016 → 01/2017
    Adecco Staffing
    Ky, KY
  • 03/2014 → 09/2016
    Self Employed
    Ky, KY
  • 01/2017 → 05/2017
    Unemployed/Self
    Ft.MItchell, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Crestview Hills, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-23
  • S66 Uniform Combined State Law Examination
    2024-07-23
Other Names
  • Joshua K Gries
  • Josh Gries
  • Joshua Gries

View on SEC IAPD

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JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
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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