Reece Tate

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-02-03
TX	RA	APPROVED	2026-02-03

KY RA
APPROVED

Since 2026-02-03
TX RA
APPROVED

Since 2026-02-03

Branch Locations

Dayton, 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

Organization	City	State	From	To
Fidelity Investments	Covington	KY	05/2024	Present
Madewell	Cincinnati	OH	11/2023	03/2024
Delhi Fitness Club	Cincinnati	OH	02/2023	04/2023
Education	Cincinnati	OH	08/2021	04/2024
Unemployed	-	OH	01/2014	03/2018
Town And Country Pools	Piqua	OH	04/2018	05/2024

05/2024 → Present

Fidelity Investments

Covington, KY
11/2023 → 03/2024

Madewell

Cincinnati, OH
02/2023 → 04/2023

Delhi Fitness Club

Cincinnati, OH
08/2021 → 04/2024

Education

Cincinnati, OH
01/2014 → 03/2018

Unemployed

-, OH
04/2018 → 05/2024

Town And Country Pools

Piqua, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-02
S63	Uniform Securities Agent State Law Examination	2024-10-08

S66 Uniform Combined State Law Examination

2026-02-02
S63 Uniform Securities Agent State Law Examination

2024-10-08

View on SEC IAPD

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