Parkhills, KY Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

3

Of 17,005 advisors across 1,872 offices

Location

Parkhills KY

Advisors at this office

3

Advisors at this office

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Theryn A

Series 63, Series 66

Park Hills, KY

Fidelity

Theryn Aragon is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Andrew P

Series 63, Series 66

Park Hills, KY

Fidelity

Andrew Pillai is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Dunham & Associates Investment Counsel, Robinhood Financial, and TD Ameritrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Charitable giving & philanthropy Active portfolio management
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Jonathan H

Series 63, Series 66

Park Hills, KY

Fidelity

Jonathan Hembree is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. Outside of his advisory role, he provides travel advisory services through Fora Travel. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator, advisor to multiple registered investment companies, and use of algorithmic methods and AI in its investment processes.

Charitable giving & philanthropy Active portfolio management
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