Merrill
47yrs
Top advisor by experience in Cincinnati
12yrs
Susan Stone
Financial advisor at Strategic Advisers
Based in Cincinnati, Ohio, Susan Stone is a fiduciary financial advisor with 12 years of industry experience. Susan has been with Strategic Advisers since 2025; before that, Susan spent seven years at Fidelity Personal and Workplace Advisors. Susan holds the CFP® designation.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 68% of advisors at Strategic Advisers
Office3805 Edwards Rd Rookwood Tower Suite 110 & Suite 600, Cincinnati, OH 45209
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2014 – 2018Strategic Advisers LLCPreviously
Contact Susan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Susan. 3805 Edwards Rd Rookwood Tower Suite 110 & Suite 600Cincinnati, OH 45209Office · Get directions
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Questions to ask Susan
Tailored to Susan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Susan
How do I contact Susan?
Call Strategic Advisers at (617) 563-7000 and ask for Susan Stone. Susan works from the Cincinnati, OH office.
How long has Susan been a financial advisor?
Susan has been in the industry since 2014, about 12 years. More experience than 68% of advisors at Strategic Advisers.
What licenses does Susan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Susan a fiduciary?
Susan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Susan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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