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STRATEGIC ADVISERS, LLC

Company Details

Name: STRATEGIC ADVISERS, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 10 Sep 2009 (15 years ago)
Organization Date: 10 Sep 2009 (15 years ago)
Organization Number: 0742284
Industry: Business Services
Number of Employees: Small (0-19)
Primary County: Campbell
Place of Formation: KENTUCKY
Last Annual Report: 16 Sep 2024 (2 months ago)
Managed By: Members
Principal Office: 515 MONMOUTH ST. STE. 301, NEWPORT, KY 41071
Principal Office ZIP code: 41071

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC ADVISERS, LLC 401(K) PLAN 2023 270892275 2024-10-04 STRATEGIC ADVISERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593603185
Plan sponsor’s address 515 MONMOUTH ST, SUITE 301, NEWPORT, KY, 41071

Signature of
Role Plan administrator
Date 2024-10-04
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS, LLC 401(K) PLAN 2022 270892275 2023-06-21 STRATEGIC ADVISERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593603185
Plan sponsor’s address 515 MONMOUTH ST, SUITE 301, NEWPORT, KY, 41071

Signature of
Role Plan administrator
Date 2023-06-21
Name of individual signing GREGORY J. GREENE
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS LLC CBS BENEFIT PLAN 2022 270892275 2023-12-27 STRATEGIC ADVISERS LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-06-01
Business code 541800
Sponsor’s telephone number 8593603185
Plan sponsor’s address 515 MONMOUTH ST STE 301, NEWPORT, KY, 41071

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS, LLC 401(K) PLAN 2021 270892275 2022-09-26 STRATEGIC ADVISERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593603185
Plan sponsor’s address 515 MONMOUTH ST, SUITE 301, NEWPORT, KY, 41071

Signature of
Role Plan administrator
Date 2022-09-26
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-26
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS, LLC 401(K) PLAN 2020 270892275 2021-10-12 STRATEGIC ADVISERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593603185
Plan sponsor’s address 515 MONMOUTH ST, SUITE 301, NEWPORT, KY, 41071

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing GREGORY GREENE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing GREGORY GREENE
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS, LLC 401(K) PLAN 2019 270892275 2020-10-02 STRATEGIC ADVISERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593808303
Plan sponsor’s address 535 MADISON AVE, 5TH FLOOR, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2020-10-02
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS, LLC 401(K) PLAN 2018 270892275 2019-09-20 STRATEGIC ADVISERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593808303
Plan sponsor’s address 535 MADISON AVE, 5TH FLOOR, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2019-09-20
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-20
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS, LLC 401(K) PLAN 2017 270892275 2018-07-11 STRATEGIC ADVISERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593808303
Plan sponsor’s address 535 MADISON AVE, 5TH FLOOR, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2018-07-11
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS, LLC 401(K) PLAN 2016 270892275 2017-06-29 STRATEGIC ADVISERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593808303
Plan sponsor’s address 535 MADISON AVE, 5TH FLOOR, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2017-06-29
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-29
Name of individual signing GREG GREENE
Valid signature Filed with authorized/valid electronic signature
STRATEGIC ADVISERS, LLC 401(K) PLAN 2015 270892275 2016-08-01 STRATEGIC ADVISERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593808303
Plan sponsor’s address 535 MADISON AVE, 5TH FLOOR, COVINGTON, KY, 41011

Signature of
Role Plan administrator
Date 2016-08-01
Name of individual signing GREG J GREENE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-01
Name of individual signing GREG J GREENE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/09/09/20150909105653P040059397713001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593808303
Plan sponsor’s address 2101 CHAMBER CENTER DRIVE, FORT MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2015-09-09
Name of individual signing GREGORY GREENE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/14/20141014080645P030016861295001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 541910
Sponsor’s telephone number 8593808303
Plan sponsor’s address 2101 CHAMBER CENTER DRIVE, FORT MITCHELL, KY, 41017

Signature of
Role Plan administrator
Date 2014-10-14
Name of individual signing GREGORY J GREENE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-14
Name of individual signing GREGORY J GREENE
Valid signature Filed with authorized/valid electronic signature

Member

Name Role
GREG GREEENE Member
Madison Walton Member
PATRICK CROWLEY Member

Organizer

Name Role
JOHN JAY FOSSETT Organizer

Registered Agent

Name Role
GREG GREENE Registered Agent

Assumed Names

Name Status Expiration Date
BARRISTER MARKETING GROUP Inactive 2019-06-09
OMNI ADVOCACY GROUP Inactive 2018-10-01
GOVERNMENT ADVISERS Inactive 2017-07-23

Filings

Name File Date
Annual Report 2024-09-16
Annual Report 2023-03-16
Annual Report 2022-03-17
Annual Report 2021-05-04
Principal Office Address Change 2021-05-03
Registered Agent name/address change 2021-05-03
Annual Report 2020-02-13
Annual Report 2019-04-23
Annual Report 2018-04-17
Annual Report 2017-05-10

Related by officers

JOHN JAY FOSSETT

BARRISTER TITLE AGENCY, LLC TERRA REGIS, INC. LOCKWOOD ENTERPRISES, INC. NORTHERN KENTUCKY VOLUNTEER LAWYERS, INC. J.A.E. DEVELOPMENT CO., LLC John Jay Fossett PLLC TWEETIETRON, LLC KENTUCKY BUSINESS COALITION, INC.

GREG GREENE

Strategic Advisers Digital Media, LLC

Related by address

No related companies by address

Date of last update: 17 Nov 2024

Sources: Kentucky Secretary of State

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