Best Investors Account Sign in

Patrick Ryan Henry

Strategic Advisers LLC

Covington, KY

Covington, 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 Magellan Way, Covington, KY 41015-1987 • United States

Covington, 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
Smith&Nephew Cincinnati OH 05/2021 08/2021
Jet Machine Cincinnati OH 05/2020 08/2020
Fort Mitchell Country Club Fort Mitchell KY 05/2019 08/2019
Fort Mitchell Country Club Fort Mitchell KY 05/2017 08/2017
Drees Pavilion Covington KY 05/2017 07/2018
Dmn8 Partners Covington KY 09/2022 11/2022
Beechwood High School Fort Mitchell KY 01/2013 05/2018
Gatton Student Center Lexington KY 01/2019 04/2019
Fidelity Investments Covington KY 02/2023 Present
University Of Kentucky Lexington KY 08/2018 05/2022
Unemployed Fort Mitchell KY 05/2022 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2021
    Smith&Nephew
    Cincinnati, OH
  • 05/2020 → 08/2020
    Jet Machine
    Cincinnati, OH
  • 05/2019 → 08/2019
    Fort Mitchell Country Club
    Fort Mitchell, KY
  • 05/2017 → 08/2017
    Fort Mitchell Country Club
    Fort Mitchell, KY
  • 05/2017 → 07/2018
    Drees Pavilion
    Covington, KY
  • 09/2022 → 11/2022
    Dmn8 Partners
    Covington, KY
  • 01/2013 → 05/2018
    Beechwood High School
    Fort Mitchell, KY
  • 01/2019 → 04/2019
    Gatton Student Center
    Lexington, KY
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 08/2018 → 05/2022
    University Of Kentucky
    Lexington, KY
  • 05/2022 → 09/2022
    Unemployed
    Fort Mitchell, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-131714|OrgNmn:The Continuum Collective|Org Addr:Covington,Kentucky,US|OBA Nature:Brand sponsorship hunting for |Invst Rel:N|Title:Independent Contractor|Duties:Emailing brands and content creators to assist with sponsorship deals |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-22
S63 Uniform Securities Agent State Law Examination 2023-06-12
  • S66 Uniform Combined State Law Examination
    2024-02-22
  • S63 Uniform Securities Agent State Law Examination
    2023-06-12
Other Names
  • Patrick Ryan Henry
  • Patrick Henry

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