Journey Advisory Group
44yrs
Top advisor by experience in Covington
3yrs
Levi Berg
Financial advisor at Strategic Advisers
Levi Berg has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Covington, Kentucky. After a year at Fidelity Personal and Workplace Advisors, Levi joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 646 advisors with offices in Covington, and one of 629 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office100 Howe Drive, Covington, KY 41015
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Nov 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Levi
100 Howe DriveCovington, KY 41015Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Levi
Tailored to Levi’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Levi
How do I contact Levi?
Call Strategic Advisers at (617) 563-7000 and ask for Levi Berg. Levi works from the Covington, KY office.
How long has Levi been a financial advisor?
Levi has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Levi hold?
Series 66. Tap any license on this page to see what it allows.
Is Levi a fiduciary?
Levi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Levi paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Levi 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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