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Heather Tenney

Strategic Advisers LLC

Covington, KY

Florence, 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_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Florence, KY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington KY 07/2022 Present
Tenney Communications Florence KY 06/2012 07/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Covington, KY
  • 06/2012 → 07/2022
    Tenney Communications
    Florence, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-124725|OrgNmn:Amazon Vine reviews|Org Addr:Florence,Kentucky,US|OBA Nature:Retail sales|Invst Rel:N|Title:Independent Contractor|Duties:When I select items to review, that I will write a short review within a few days of receiving it. |StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-11
S63 Uniform Securities Agent State Law Examination 2023-01-20
  • S66 Uniform Combined State Law Examination
    2023-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-01-20
Other Names
  • Heather Leigh Tenney
  • Schrader
  • Heather Tenney

View on SEC IAPD

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