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Lucia Villamagna

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-05-20
OH RA APPROVED 2026-05-20
TX RA APPROVED 2026-05-20
  • KY RA
    APPROVED
    Since 2026-05-20
  • OH RA
    APPROVED
    Since 2026-05-20
  • TX RA
    APPROVED
    Since 2026-05-20

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
Education At Work Tempe AZ 08/2022 12/2022
Larosas Cincinnati OH 12/2022 06/2024
Larosas Cincinnati OH 08/2018 01/2021
Unemployed Cincinnati OH 01/2013 08/2018
Fidelity Investments Covington KY 07/2024 Present
Anthropologie Cincinnati OH 05/2023 01/2024
Starbucks Cincinnati OH 01/2021 05/2022
Fidelity Investments Covington KY 05/2022 08/2022
  • 08/2022 → 12/2022
    Education At Work
    Tempe, AZ
  • 12/2022 → 06/2024
    Larosas
    Cincinnati, OH
  • 08/2018 → 01/2021
    Larosas
    Cincinnati, OH
  • 01/2013 → 08/2018
    Unemployed
    Cincinnati, OH
  • 07/2024 → Present
    Fidelity Investments
    Covington, KY
  • 05/2023 → 01/2024
    Anthropologie
    Cincinnati, OH
  • 01/2021 → 05/2022
    Starbucks
    Cincinnati, OH
  • 05/2022 → 08/2022
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2024-10-28
  • S66 Uniform Combined State Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2024-10-28

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
EP WEALTH ADVISORS · FORT WRIGHT, KY

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