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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Magellan Way, Covington, KY 41015-1987 • United States

Independence, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington KY 04/2021 Present
Dillards Crestview Hills KY 08/2019 01/2021
Bluemercury Cincinnati OH 04/2019 08/2019
Belk Richmond KY 10/2017 04/2019
Eastern Kentucky University Education Abroad Office Richmond KY 06/2017 10/2018
Kentucky Refugee Ministries Lexington KY 05/2017 08/2017
Kohls Richmond KY 09/2016 10/2017
Eastern Kentucky University Richmond KY 08/2014 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2019 → 01/2021
    Dillards
    Crestview Hills, KY
  • 04/2019 → 08/2019
    Bluemercury
    Cincinnati, OH
  • 10/2017 → 04/2019
    Belk
    Richmond, KY
  • 06/2017 → 10/2018
    Eastern Kentucky University Education Abroad Office
    Richmond, KY
  • 05/2017 → 08/2017
    Kentucky Refugee Ministries
    Lexington, KY
  • 09/2016 → 10/2017
    Kohls
    Richmond, KY
  • 08/2014 → 12/2020
    Eastern Kentucky University
    Richmond, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-10
  • S66 Uniform Combined State Law Examination
    2021-11-10
Other Names
  • Amanda Elizabeth Lewis
  • Amanda Lewis

View on SEC IAPD

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