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Lewis Curd

Strategic Advisers LLC

Covington, KY

Highland Heights, KY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-08
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2026-01-08
  • 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

Highland Heights, 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 08/2022 Present
Grace Fellowship Church Florence KY 06/2014 06/2022
Usa Homestays Fishers IN 08/2017 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Covington, KY
  • 06/2014 → 06/2022
    Grace Fellowship Church
    Florence, KY
  • 08/2017 → 08/2022
    Usa Homestays
    Fishers, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-10
S63 Uniform Securities Agent State Law Examination 2022-12-08
  • S66 Uniform Combined State Law Examination
    2023-08-10
  • S63 Uniform Securities Agent State Law Examination
    2022-12-08
Other Names
  • Lewis Carey Curd
  • Lewis Curd

View on SEC IAPD

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