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Anthony Dawson Coffee

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
OH RA APPROVED 2025-08-26
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-08-26
  • KY 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
Education At Work Cincinnati KY 06/2024 07/2024
Fidelity Investments Covington KY 07/2024 Present
Xtra Innings Hebron KY 01/2018 05/2019
Crystal Clear Cleaning Cincinnati OH 05/2019 12/2019
Inside And Out Total Property Care Union KY 12/2019 06/2023
Northern Kentucky University Highland Heights KY 08/2020 05/2024
Unemployed Covington KY 07/2013 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → 07/2024
    Education At Work
    Cincinnati, KY
  • 07/2024 → Present
    Fidelity Investments
    Covington, KY
  • 01/2018 → 05/2019
    Xtra Innings
    Hebron, KY
  • 05/2019 → 12/2019
    Crystal Clear Cleaning
    Cincinnati, OH
  • 12/2019 → 06/2023
    Inside And Out Total Property Care
    Union, KY
  • 08/2020 → 05/2024
    Northern Kentucky University
    Highland Heights, KY
  • 07/2013 → 01/2018
    Unemployed
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Covington, KY
Other Businesses

OBA-131620|OrgNmn:Inside and Out Total Property Care|Org Addr:union,Kentucky,US|OBA Nature:Cleaning/servicing rental cars|Invst Rel:N|Title:Employee|Duties:cleaning/servicing rental cars |StrtDt:07-08-26|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-15
  • S66 Uniform Combined State Law Examination
    2024-11-15
Other Names
  • Anthony D Coffee
  • Anthony Coffee

View on SEC IAPD

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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
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