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Chase Brown

Strategic Advisers LLC

Covington, KY

West Chester, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-24
KY RA APPROVED 2026-06-23
TX RA APPROVED 2026-06-23
  • OH RA
    APPROVED
    Since 2026-06-24
  • KY RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-23

Branch Locations

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

West Chester, 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
Adp Cincinnati OH 07/2022 06/2023
Cleveland Metro Park Cleveland OH 06/2017 08/2017
Fidelity Investments Covington KY 07/2024 Present
Unemployed Mentor OH 06/2023 10/2023
Jefferson Social Cincinnati OH 02/2020 07/2023
School Concord OH 05/2014 06/2017
University Of Cincinnati Cincinnati OH 08/2017 02/2020
Steris Mentor OH 10/2023 06/2024
  • 07/2022 → 06/2023
    Adp
    Cincinnati, OH
  • 06/2017 → 08/2017
    Cleveland Metro Park
    Cleveland, OH
  • 07/2024 → Present
    Fidelity Investments
    Covington, KY
  • 06/2023 → 10/2023
    Unemployed
    Mentor, OH
  • 02/2020 → 07/2023
    Jefferson Social
    Cincinnati, OH
  • 05/2014 → 06/2017
    School
    Concord, OH
  • 08/2017 → 02/2020
    University Of Cincinnati
    Cincinnati, OH
  • 10/2023 → 06/2024
    Steris
    Mentor, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-18
S63 Uniform Securities Agent State Law Examination 2024-10-28
  • S66 Uniform Combined State Law Examination
    2026-06-18
  • 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
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