Best Investors Account Sign in

Nicholas A. Mcvicker

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-21
KY RA APPROVED 2025-10-20
TX RA APPROVED 2025-10-20
  • OH RA
    APPROVED
    Since 2025-10-21
  • KY RA
    APPROVED
    Since 2025-10-20
  • TX RA
    APPROVED
    Since 2025-10-20

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
Connecting Grounds Columbus OH 09/2020 11/2020
Fidelity Investments Covington KY 10/2023 Present
Christian Moerlein Lager House Cincinnati OH 07/2021 10/2021
Doordash California CA 03/2021 10/2023
Menards Chillicothe OH 08/2019 10/2019
Amazon Prime Now Seattle WA 07/2020 03/2021
Ohio University Chillicothe Chillicothe OH 08/2019 05/2020
Cedar Fair Mason OH 05/2021 05/2021
Panera Bread Chillicothe OH 09/2018 07/2020
Unemployed Chillicothe OH 05/2014 09/2018
University Of Cincinnati Medical Center Cincinnati OH 07/2021 10/2022
Love On Fourth Cincinnati OH 11/2023 01/2024
Nada Cincinnati OH 05/2022 09/2023
  • 09/2020 → 11/2020
    Connecting Grounds
    Columbus, OH
  • 10/2023 → Present
    Fidelity Investments
    Covington, KY
  • 07/2021 → 10/2021
    Christian Moerlein Lager House
    Cincinnati, OH
  • 03/2021 → 10/2023
    Doordash
    California, CA
  • 08/2019 → 10/2019
    Menards
    Chillicothe, OH
  • 07/2020 → 03/2021
    Amazon Prime Now
    Seattle, WA
  • 08/2019 → 05/2020
    Ohio University Chillicothe
    Chillicothe, OH
  • 05/2021 → 05/2021
    Cedar Fair
    Mason, OH
  • 09/2018 → 07/2020
    Panera Bread
    Chillicothe, OH
  • 05/2014 → 09/2018
    Unemployed
    Chillicothe, OH
  • 07/2021 → 10/2022
    University Of Cincinnati Medical Center
    Cincinnati, OH
  • 11/2023 → 01/2024
    Love On Fourth
    Cincinnati, OH
  • 05/2022 → 09/2023
    Nada
    Cincinnati, OH
Other Businesses

OBA-110710|OrgNmn:Bloom OTR|Org Addr:Cincinnati,Ohio,US|OBA Nature:LGBTQ+ Nightclub|Invst Rel:N|Title:Bartender|Duties:maintain high quality customer service while keeping the establishment running during high - volume service. craft and curate cocktails for ne|StrtDt:06-11-24|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2024-09-25
  • S66 Uniform Combined State Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-25
Other Names
  • Nicholas A Mcvicker
  • Nicholas Mcvicker

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