Best Investors Account Sign in

Joseph D Quigley

Strategic Advisers LLC

Covington, KY

Burlington, KY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-04-04
TX RA APPROVED 2025-04-04
  • KY RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

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

Burlington, 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 Institutional Services Company, Inc. Covington KY 05/1998 Present
Fidelity Brokerage Services Llc Covington KY 01/2008 Present
  • 05/1998 → Present
    Fidelity Investments Institutional Services Company, Inc.
    Covington, KY
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-17
S63 Uniform Securities Agent State Law Examination 2016-04-18
  • S66 Uniform Combined State Law Examination
    2025-03-17
  • S63 Uniform Securities Agent State Law Examination
    2016-04-18
Other Names
  • Joseph Quigley
  • Joseph Donohue Quigley

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
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART
VIOLA HUBERT

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