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David T. Nguyen

Strategic Advisers LLC

Covington, KY

Evendale, 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

Evendale, 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 Covington KY 08/2020 Present
Unemployed Norwood OH 03/2020 08/2020
Turner Construction Company Cincinnati OH 05/2018 03/2020
Self Employed Cincinnati OH 12/2017 03/2020
Clark Montessori School Cincinnati OH 07/2016 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2020 → 08/2020
    Unemployed
    Norwood, OH
  • 05/2018 → 03/2020
    Turner Construction Company
    Cincinnati, OH
  • 12/2017 → 03/2020
    Self Employed
    Cincinnati, OH
  • 07/2016 → 12/2017
    Clark Montessori School
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-106063|OrgNmn:The Mission Cincinnati|Org Addr:Cincinnati,Ohio,US|OBA Nature:Church|Invst Rel:N|Title:Vestry Member|Duties:Plan the church budget, discuss the vision of the church, attending meetings on administrative tasks . There are no investment duties. |StrtDt:01-25-24|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-03
S63 Uniform Securities Agent State Law Examination 2020-12-29
  • S66 Uniform Combined State Law Examination
    2021-05-03
  • S63 Uniform Securities Agent State Law Examination
    2020-12-29
Other Names
  • David T Nguyen
  • David Nguyen
  • David Tuan Nguyen

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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