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Derek Shawn Henry

Strategic Advisers LLC

Covington, KY

Florence, 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

Florence, 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 08/2021 Present
Friendship Nissan Of Boone Boone NC 02/2021 04/2021
Friendship Honda Of Boone Boone NC 04/2012 10/2019
Appalachian State University Boone NC 10/2019 02/2021
Unemployed Banner Elk NC 04/2021 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Covington, KY
  • 02/2021 → 04/2021
    Friendship Nissan Of Boone
    Boone, NC
  • 04/2012 → 10/2019
    Friendship Honda Of Boone
    Boone, NC
  • 10/2019 → 02/2021
    Appalachian State University
    Boone, NC
  • 04/2021 → 08/2021
    Unemployed
    Banner Elk, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-09-26
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07

View on SEC IAPD

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ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

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
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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