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Matthew Henn

Strategic Advisers LLC

Covington, KY

Edgewood, 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 2025-11-17
TX RA APPROVED 2025-11-17
  • KY RA
    APPROVED
    Since 2025-11-17
  • TX RA
    APPROVED
    Since 2025-11-17

Branch Locations

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

Edgewood, 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
Xpress Valet Lexington KY 09/2022 12/2022
Fidelity Investments Covington KY 07/2025 Present
Covington Catholic High School Park Hills KY 08/2017 04/2021
Mid-American Gunite Pools Inc Erlanger KY 05/2021 08/2021
University Of Kentucky Lexington KY 09/2023 04/2024
Henn Plumbing Inc Edgewood KY 05/2025 06/2025
Henn Plumbing Inc Edgewood KY 05/2023 08/2023
University Of Kentucky Lexington KY 09/2021 04/2022
University Of Kentucky Lexington KY 01/2023 04/2023
Henn Plumbing Inc Edgewood KY 05/2024 08/2024
University Of Kentucky Lexington KY 09/2024 04/2025
Mid-American Gunite Pools Inc Erlanger KY 05/2022 08/2022
St. Pius X School Edgewood KY 07/2015 07/2017
  • 09/2022 → 12/2022
    Xpress Valet
    Lexington, KY
  • 07/2025 → Present
    Fidelity Investments
    Covington, KY
  • 08/2017 → 04/2021
    Covington Catholic High School
    Park Hills, KY
  • 05/2021 → 08/2021
    Mid-American Gunite Pools Inc
    Erlanger, KY
  • 09/2023 → 04/2024
    University Of Kentucky
    Lexington, KY
  • 05/2025 → 06/2025
    Henn Plumbing Inc
    Edgewood, KY
  • 05/2023 → 08/2023
    Henn Plumbing Inc
    Edgewood, KY
  • 09/2021 → 04/2022
    University Of Kentucky
    Lexington, KY
  • 01/2023 → 04/2023
    University Of Kentucky
    Lexington, KY
  • 05/2024 → 08/2024
    Henn Plumbing Inc
    Edgewood, KY
  • 09/2024 → 04/2025
    University Of Kentucky
    Lexington, KY
  • 05/2022 → 08/2022
    Mid-American Gunite Pools Inc
    Erlanger, KY
  • 07/2015 → 07/2017
    St. Pius X School
    Edgewood, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-07
  • S66 Uniform Combined State Law Examination
    2025-11-07
Other Names
  • Matthew Henn
  • Matthew John Henn

View on SEC IAPD

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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
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