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Joseph Martin Wulfeck

Strategic Advisers LLC

Covington, KY

Florence, 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

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

Florence, KY • 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
Huntington National Bank Cincinnati OH 03/2016 06/2021
The Huntington Investment Company Columbus OH 03/2016 06/2021
Fidelity Investments Covington KY 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 06/2021
    Huntington National Bank
    Cincinnati, OH
  • 03/2016 → 06/2021
    The Huntington Investment Company
    Columbus, OH
  • 06/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-29
S63 Uniform Securities Agent State Law Examination 2007-10-02
  • S66 Uniform Combined State Law Examination
    2021-11-29
  • S63 Uniform Securities Agent State Law Examination
    2007-10-02
Other Names
  • Joe M Wulfeck
  • Joe M Wulfeck
  • Joseph M Wulfeck
  • Joseph Wulfeck

View on SEC IAPD

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