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Kristopher Keefe

Strategic Advisers LLC

Covington, KY

Newport, 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

Newport, KY • 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
Rdi Corporation Cincinnati OH 11/2022 02/2024
Dwyer Commercial Real Estate Llc Cincinnati OH 10/2016 06/2017
Fidelity Investments Covington KY 03/2024 Present
Jefferson Social Llc Cincinnati OH 06/2013 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 11/2022 → 02/2024
    Rdi Corporation
    Cincinnati, OH
  • 10/2016 → 06/2017
    Dwyer Commercial Real Estate Llc
    Cincinnati, OH
  • 03/2024 → Present
    Fidelity Investments
    Covington, KY
  • 06/2013 → 03/2024
    Jefferson Social Llc
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Newport, KY
    Covington, KY
Other Businesses

OBA-107935|OrgNmn:Jefferson Social LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Bartender|StrtDt:06-06-13|TotHrs/mon:6|TrdHrs/mon:0|OBA-107933|OrgNmn:KKDK Investments LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Holding Company for a partners|Invst Rel:Y|Title:Partner|Duties:Partner|StrtDt:06-06-13|TotHrs/mon:0.1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-11
  • S66 Uniform Combined State Law Examination
    2024-07-11

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
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
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