Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-14
KY RA APPROVED 2026-08-13
TX RA APPROVED 2026-08-13
  • OH RA
    APPROVED
    Since 2026-08-14
  • KY RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

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

Mason, OH • 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
Unemployed Mason OH 06/2016 02/2018
Mcalister'S Deli West Chester OH 02/2018 06/2018
Fidelity Investments Covington KY 06/2026 Present
The Fresh Market West Chester OH 06/2018 12/2019
Target Corporation Cincinnati OH 12/2019 01/2020
Target Corporation West Chester OH 04/2020 05/2022
Blue & Co., Llc Cincinnati OH 01/2020 04/2020
Dewey'S Pizza West Chester OH 05/2022 10/2022
Cooper'S Hawk Winery & Restaurants Cincinnati OH 10/2022 06/2026
  • 06/2016 → 02/2018
    Unemployed
    Mason, OH
  • 02/2018 → 06/2018
    Mcalister'S Deli
    West Chester, OH
  • 06/2026 → Present
    Fidelity Investments
    Covington, KY
  • 06/2018 → 12/2019
    The Fresh Market
    West Chester, OH
  • 12/2019 → 01/2020
    Target Corporation
    Cincinnati, OH
  • 04/2020 → 05/2022
    Target Corporation
    West Chester, OH
  • 01/2020 → 04/2020
    Blue & Co., Llc
    Cincinnati, OH
  • 05/2022 → 10/2022
    Dewey'S Pizza
    West Chester, OH
  • 10/2022 → 06/2026
    Cooper'S Hawk Winery & Restaurants
    Cincinnati, OH
Other Businesses

OBA-131159|OrgNmn:Cooper's Hawk Winery & Restaurants|Org Addr:Cincinnati,Ohio,US|OBA Nature:Winery/restaurant (hospitality|Invst Rel:N|Title:Employee|Duties:Bartending, selling food and inviting guests to join our wine club membership|StrtDt:10-01-22|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-10
  • S66 Uniform Combined State Law Examination
    2026-08-10
Other Names
  • Sean Stewart
  • Sean Stewart Jr

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor