Best Investors Account Sign in
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_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Villa Hills, 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 09/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2004 → Present
    Fidelity Investments
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Villa Hills, KY
    Cincinnati, OH
  • 2007-10-10 → 2018-07-13
    Blue Ash, OH
    Cincinnati, OH
    Covington, KY
    Cincinnati, OH
Other Businesses

OBA-93778|OrgNmn:Tewes Poultry Farm|Org Addr:Erlanger,Kentucky,US|OBA Nature:Poultry farm that sells turkey|Invst Rel:N|Title:Secretary|Duties:Business is run by my dad. He makes all the decisions and I know what he is doing in case he were to pass away. I help occasionally on weekend|StrtDt:01-01-23|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-13
S63 Uniform Securities Agent State Law Examination 2006-05-12
  • S66 Uniform Combined State Law Examination
    2007-11-13
  • S63 Uniform Securities Agent State Law Examination
    2006-05-12
Designations
Other Names
  • Daniel Tewes
  • Daniel Nicholas Tewes
  • Daniel Nicholas Tewes
  • Daniel Nicholas Tewes

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor