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Dominic Capannari

Strategic Advisers LLC

Covington, KY

Mason, 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 2025-10-07
OH RA APPROVED 2025-10-07
TX RA APPROVED 2025-10-07
  • KY RA
    APPROVED
    Since 2025-10-07
  • OH RA
    APPROVED
    Since 2025-10-07
  • TX RA
    APPROVED
    Since 2025-10-07

Branch Locations

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

Mason, 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
W&S Brokerage West Chester OH 09/2024 09/2025
Western & Southern Life West Chester OH 07/2024 09/2025
Unemployed Mason OH 04/2024 07/2024
Wealthquest Sharonville OH 01/2024 04/2024
Unistrut Midwest Cincinnati OH 03/2023 01/2024
Unistrut Midwest Cincinnati OH 05/2022 03/2023
Kroger Mason OH 03/2020 06/2024
Unistrut Midwest Cincinnati OH 06/2017 08/2017
William Mason High School Mason OH 08/2016 05/2020
Fidelity Investments Covington KY 09/2025 Present
University Of Cincinnati Cincinnati OH 08/2020 04/2024
  • 09/2024 → 09/2025
    W&S Brokerage
    West Chester, OH
  • 07/2024 → 09/2025
    Western & Southern Life
    West Chester, OH
  • 04/2024 → 07/2024
    Unemployed
    Mason, OH
  • 01/2024 → 04/2024
    Wealthquest
    Sharonville, OH
  • 03/2023 → 01/2024
    Unistrut Midwest
    Cincinnati, OH
  • 05/2022 → 03/2023
    Unistrut Midwest
    Cincinnati, OH
  • 03/2020 → 06/2024
    Kroger
    Mason, OH
  • 06/2017 → 08/2017
    Unistrut Midwest
    Cincinnati, OH
  • 08/2016 → 05/2020
    William Mason High School
    Mason, OH
  • 09/2025 → Present
    Fidelity Investments
    Covington, KY
  • 08/2020 → 04/2024
    University Of Cincinnati
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-06
S63 Uniform Securities Agent State Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-12-06
  • S63 Uniform Securities Agent State Law Examination
    2024-10-18

View on SEC IAPD

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ALEX CHISHOLM
CHRISTOPHER M HATFIELD
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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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