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Millard Ledford

Strategic Advisers LLC

Crittenden, KY

Covington, KY

CRD 7896293

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Crittenden, KY • 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
Ledford Family Farm Crittenden KY 01/2018 02/2024
Fidelity Investments Covington KY 03/2024 Present
Rock Solid Roofing Crittenden KY 01/2014 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 02/2024
    Ledford Family Farm
    Crittenden, KY
  • 03/2024 → Present
    Fidelity Investments
    Covington, KY
  • 01/2014 → 02/2024
    Rock Solid Roofing
    Crittenden, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Crittenden, KY
    Covington, KY
Other Businesses

OBA-107874|OrgNmn:Rock Solid Roofing|Org Addr:Crittenden,Kentucky,US|OBA Nature:Roofing, Siding and Exterior C|Invst Rel:N|Title:Partner|Duties:Executive Leadership/Sales|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0.25|OBA-107893|OrgNmn:Ledford Family Farm|Org Addr:Crittenden,Kentucky,US|OBA Nature:Farm (Livestock and Agricultur|Invst Rel:N|Title:Sole Proprietor|Duties:Owner|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Millard Ledford
  • Millard Ledford

View on SEC IAPD

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