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Advisor at STRATEGIC ADVISERS LLC
CLEVELAND, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | CLEVELAND, OH | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 10, 2021 | Mar 31, 2025 | no | COVINGTON, KY | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Nov 21, 2018 | Oct 14, 2021 | no | Columbus, OH | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Mar 23, 2015 | Nov 6, 2018 | no | CLEVELAND, OH|KALAMAZOO, MI|CLEVELAND, OH | Previous registration |
| GASAWAY INVESTMENT ADVISORS, INC. | Independent wealth | Jun 29, 2011 | Dec 1, 2011 | no | KALAMAZOO, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| HUNTINGTON FINANCIAL ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Oct 14, 2021 | Nov 10, 2021 | 27 | Firm change | Ibd to ibd |
| PNC WEALTH MANAGEMENT | HUNTINGTON FINANCIAL ADVISORS | Nov 6, 2018 | Nov 21, 2018 | 15 | Firm change | Ibd to ibd |
| GASAWAY INVESTMENT ADVISORS, INC. | PNC WEALTH MANAGEMENT | Dec 1, 2011 | Mar 23, 2015 | 1,208 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 16986:288590:OH:2021-09-27 | Oct 14, 2021 | Nov 10, 2021 | COLUMBUS, OH | Firm change |
| 129052:16986:OH:2018-10-30 | Nov 6, 2018 | Nov 21, 2018 | CLEVELAND, OH | Firm change |