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Alex David Brost

Strategic Advisers LLC

Waunakee, WI

Middleton, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Waunakee, WI • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • 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
Northwestern Mutual Investment Services Llc Middleton WI 06/2016 12/2017
Bohler Engineering Charlotte NC 01/2018 04/2018
Belair Cantina Madison WI 01/2019 04/2019
Gwfs Equities, Inc. Madison WI 04/2019 07/2024
Fidelity Investments Middleton WI 07/2024 Present
Bmo Harris Bank Madison WI 05/2018 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 12/2017
    Northwestern Mutual Investment Services Llc
    Middleton, WI
  • 01/2018 → 04/2018
    Bohler Engineering
    Charlotte, NC
  • 01/2019 → 04/2019
    Belair Cantina
    Madison, WI
  • 04/2019 → 07/2024
    Gwfs Equities, Inc.
    Madison, WI
  • 07/2024 → Present
    Fidelity Investments
    Middleton, WI
  • 05/2018 → 01/2019
    Bmo Harris Bank
    Madison, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Middleton, WI
  • 2019-07-18 → 2024-07-30
    Empower Advisory Group, Llc
    Madison, WI
    Greenwood Village, CO
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-17
S63 Uniform Securities Agent State Law Examination 2016-10-13
  • S65 Uniform Investment Adviser Law Examination
    2019-07-17
  • S63 Uniform Securities Agent State Law Examination
    2016-10-13
Designations
Other Names
  • Alex David Brost
  • Alex D Brost

View on SEC IAPD

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