Best Investors Account Sign in

Eric M. Sweet

Strategic Advisers LLC

Covington, KY

Erlanger, KY

Claim This Profile
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

Erlanger, 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 Taylor Mill KY 01/2023 Present
Eason Horticultural Resources Ft. Wright KY 10/2020 01/2023
Unemployed Erlanger KY 03/2020 10/2020
Tsc Blue Ash OH 03/2019 03/2020
Cengage Learning Independence KY 07/2018 03/2019
Taylor & Francis Florence KY 02/2008 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity
    Taylor Mill, KY
  • 10/2020 → 01/2023
    Eason Horticultural Resources
    Ft. Wright, KY
  • 03/2020 → 10/2020
    Unemployed
    Erlanger, KY
  • 03/2019 → 03/2020
    Tsc
    Blue Ash, OH
  • 07/2018 → 03/2019
    Cengage Learning
    Independence, KY
  • 02/2008 → 07/2018
    Taylor & Francis
    Florence, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-21
  • S66 Uniform Combined State Law Examination
    2023-08-21
Other Names
  • Eric Marshall Sweet
  • Eric Sweet

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
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
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor