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Preston Nash

Strategic Advisers LLC

Covington, KY

Newport, KY

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

Newport, 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
Columbus Zoo And Aquarium Powell OH 05/2017 08/2017
Columbus Zoo And Aquarium Powell OH 05/2018 08/2018
Search2Close Powell OH 05/2019 08/2019
Fidelity Investments Covington KY 07/2021 Present
Unemployed Cincinnati OH 01/2011 04/2017
Full-Time Education Lexington KY 08/2017 05/2018
Full-Time Education Lexington KY 08/2018 05/2019
Full-Time Education Lexington KY 08/2019 05/2020
Unemployed Tega Cay SC 05/2020 08/2020
Full-Time Education Lexington KY 08/2020 05/2021
Unemployed Tega Cay SC 05/2021 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2017
    Columbus Zoo And Aquarium
    Powell, OH
  • 05/2018 → 08/2018
    Columbus Zoo And Aquarium
    Powell, OH
  • 05/2019 → 08/2019
    Search2Close
    Powell, OH
  • 07/2021 → Present
    Fidelity Investments
    Covington, KY
  • 01/2011 → 04/2017
    Unemployed
    Cincinnati, OH
  • 08/2017 → 05/2018
    Full-Time Education
    Lexington, KY
  • 08/2018 → 05/2019
    Full-Time Education
    Lexington, KY
  • 08/2019 → 05/2020
    Full-Time Education
    Lexington, KY
  • 05/2020 → 08/2020
    Unemployed
    Tega Cay, SC
  • 08/2020 → 05/2021
    Full-Time Education
    Lexington, KY
  • 05/2021 → 07/2021
    Unemployed
    Tega Cay, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-03
S63 Uniform Securities Agent State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2022-08-03
  • S63 Uniform Securities Agent State Law Examination
    2021-12-07
Other Names
  • Preston Lewis Nash
  • Preston Nash

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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