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Nathan Tolbert

Strategic Advisers LLC

Covington, KY

Lakeside Park, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Lakeside Park, 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 04/2022 Present
Enterprise Rent-A-Car Kenwood OH 09/2020 02/2022
Unemployed Florence KY 03/2020 09/2020
Drayer Physical Therapy Cincinnati OH 08/2019 03/2020
Chi St. Joseph Health Hospital - East Lexington KY 09/2018 12/2019
Barnes And Noble Inc Lexington KY 08/2018 10/2018
Kroger Lexington KY 10/2017 03/2018
Newport Aquarium Newport KY 06/2017 08/2017
University Of Kentucky Lexington KY 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Covington, KY
  • 09/2020 → 02/2022
    Enterprise Rent-A-Car
    Kenwood, OH
  • 03/2020 → 09/2020
    Unemployed
    Florence, KY
  • 08/2019 → 03/2020
    Drayer Physical Therapy
    Cincinnati, OH
  • 09/2018 → 12/2019
    Chi St. Joseph Health Hospital - East
    Lexington, KY
  • 08/2018 → 10/2018
    Barnes And Noble Inc
    Lexington, KY
  • 10/2017 → 03/2018
    Kroger
    Lexington, KY
  • 06/2017 → 08/2017
    Newport Aquarium
    Newport, KY
  • 08/2014 → 05/2018
    University Of Kentucky
    Lexington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
  • S66 Uniform Combined State Law Examination
    2022-09-26

View on SEC IAPD

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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
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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