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Debra Mohr

Strategic Advisers LLC
22 Years of Experience
Covington, KY
1 DisclosureBroker
View SEC Summary
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Debra Mohr is a registered investment advisor at Strategic Advisers LLC, based in Covington, KY, with 22 years of industry experience. Debra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Howe Drive, Covington, KY, 41015-5000

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Debra is a member of Astronomics, LLS, a credit counseling service, and Ageless Entertainers, LLC, an entertainment company. She is an inactive member in both organizations, dedicating minimal time to each.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
March 2016 - Present · 10 yrs 7 mos
Fidelity Brokerage Services LLCBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
February 2018 - July 2018 · 5 mos
Prudential Financial Planning Services
April 2013 - March 2016 · 2 yrs 11 mos
Pruco Securities, LLC.Broker
December 2011 - March 2016 · 4 yrs 3 mos
Ameriprise Financial Services, INC.
June 2004 - November 2011 · 7 yrs 5 mos
Ameriprise Financial Services, INC.Broker
May 2004 - November 2011 · 7 yrs 6 mos
Ids Life Insurance CompanyBroker
May 2004 - July 2006 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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