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Dean Anthony Nardi

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

Cincinnati, 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
Heinen'S Grocery Store Mayfield Village OH 11/2017 01/2022
Bibibop Asian Grill Cincinnati OH 09/2020 11/2021
Divisions Maintenance Group Newport KY 05/2022 06/2023
Doordash, Inc. Cincinnati OH 02/2022 02/2022
University Of Cincinnati Cincinnati OH 08/2019 04/2023
Fidelity Investments Covington KY 06/2023 Present
Notre Dame-Cathedral Latin School Chardon OH 08/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 01/2022
    Heinen'S Grocery Store
    Mayfield Village, OH
  • 09/2020 → 11/2021
    Bibibop Asian Grill
    Cincinnati, OH
  • 05/2022 → 06/2023
    Divisions Maintenance Group
    Newport, KY
  • 02/2022 → 02/2022
    Doordash, Inc.
    Cincinnati, OH
  • 08/2019 → 04/2023
    University Of Cincinnati
    Cincinnati, OH
  • 06/2023 → Present
    Fidelity Investments
    Covington, KY
  • 08/2015 → 05/2019
    Notre Dame-Cathedral Latin School
    Chardon, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18
Other Names
  • Dean Nardi

View on SEC IAPD

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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
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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