Ava Shahrzad Krieger

Strategic Advisers LLC

CRD 7902230

Claim This Profile

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

Authority	Category	Status	Date
OH	RA	APPROVED	2026-03-25
TX	RA	APPROVED	2026-03-24

OH RA
APPROVED

Since 2026-03-25
TX RA
APPROVED

Since 2026-03-24

Branch Locations

Cincinnati, OH • United States

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • 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

Organization	City	State	From	To
Lifetime Financial Group	Columbus	OH	06/2024	07/2024
Fidelity Investments	Cincinnati	OH	06/2025	Present
Olentangy Berkshire Middle School	Galena	OH	08/2014	07/2018
Olentangy Orange High School	Lewis Center	OH	08/2018	07/2021
Miami University	Oxford	OH	08/2021	05/2025

06/2024 → 07/2024

Lifetime Financial Group

Columbus, OH
06/2025 → Present

Fidelity Investments

Cincinnati, OH
08/2014 → 07/2018

Olentangy Berkshire Middle School

Galena, OH
08/2018 → 07/2021

Olentangy Orange High School

Lewis Center, OH
08/2021 → 05/2025

Miami University

Oxford, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-20

S66 Uniform Combined State Law Examination

2026-03-20

Other Names

Ava Shahrzad Krieger
Ava Krieger

View on SEC IAPD

More in Cincinnati, OH

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor