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Dylan Michael Bard

Strategic Advisers LLC

Independence, KY

Covington, KY

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

Branch Locations

Independence, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Simon Kenton High School Independence KY 08/2015 05/2019
Texas Roadhouse Fort Wright KY 10/2016 07/2019
Dhl Hebron KY 06/2019 07/2022
Northern Kentucky Universety Highland Heights KY 08/2019 05/2020
Northern Kentucky University Highland Heights KY 08/2020 05/2021
Northern Kentucky University Highland Heights KY 08/2022 12/2022
Calvary Christian School Covington KY 05/2022 08/2023
Fidelity Investments Covington KY 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 05/2019
    Simon Kenton High School
    Independence, KY
  • 10/2016 → 07/2019
    Texas Roadhouse
    Fort Wright, KY
  • 06/2019 → 07/2022
    Dhl
    Hebron, KY
  • 08/2019 → 05/2020
    Northern Kentucky Universety
    Highland Heights, KY
  • 08/2020 → 05/2021
    Northern Kentucky University
    Highland Heights, KY
  • 08/2022 → 12/2022
    Northern Kentucky University
    Highland Heights, KY
  • 05/2022 → 08/2023
    Calvary Christian School
    Covington, KY
  • 08/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Independence, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-02-21
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-02-21
Other Names
  • Dylan Bard

View on SEC IAPD

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