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Samuel J Rees

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 2025-03-31
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

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
Fifth Third Bank Ky KY 09/2017 12/2023
Fidelity Investments Covington KY 03/2024 Present
Unemployed - OH 12/2023 02/2024
Unemployed - OH 12/2016 09/2017
Dollar General In IN 09/2012 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 12/2023
    Fifth Third Bank
    Ky, KY
  • 03/2024 → Present
    Fidelity Investments
    Covington, KY
  • 12/2023 → 02/2024
    Unemployed
    -, OH
  • 12/2016 → 09/2017
    Unemployed
    -, OH
  • 09/2012 → 12/2016
    Dollar General
    In, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-17
  • S66 Uniform Combined State Law Examination
    2024-07-17
Other Names
  • Samuel J Rees
  • Samuel Rees

View on SEC IAPD

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