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Andrew L Lobes

Strategic Advisers LLC

Covington, KY

Milford, 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

Milford, 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
Fidelity Investments Blue Ash OH 04/2005 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2005 → Present
    Fidelity Investments
    Blue Ash, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Milford, OH
    Covington, KY
Other Businesses

OBA-3107|OrgNmn:Lobes Art|Org Addr:Milford,Ohio,US|OBA Nature:creating artwork for sale|Invst Rel:N|Title:Artist|Duties:Creating pieces of art for sale|StrtDt:06-13-12|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
S63 Uniform Securities Agent State Law Examination 2005-08-31
  • S66 Uniform Combined State Law Examination
    2025-01-08
  • S63 Uniform Securities Agent State Law Examination
    2005-08-31
Other Names
  • Andrew Lobes
  • Andrew L. Lobes
  • Andrew L. Lobes

View on SEC IAPD

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