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Nathan Phu

Strategic Advisers LLC

Covington, KY

West Chester, OH

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

West Chester, OH • 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
Tsc Apparel Cincinnati OH 05/2018 05/2021
Zid Zid Covington KY 01/2018 04/2018
Aroma Cincinnati OH 08/2016 05/2018
Ruby Tuesday Cincinnati OH 02/2016 03/2017
Fidelity Investments Covington KY 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 05/2021
    Tsc Apparel
    Cincinnati, OH
  • 01/2018 → 04/2018
    Zid Zid
    Covington, KY
  • 08/2016 → 05/2018
    Aroma
    Cincinnati, OH
  • 02/2016 → 03/2017
    Ruby Tuesday
    Cincinnati, OH
  • 05/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-24
  • S66 Uniform Combined State Law Examination
    2021-11-24
Other Names
  • Nathan Phu
  • Nathan Nhat Quang Phu

View on SEC IAPD

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