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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
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH 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
Wicked Pickle Loveland OH 06/2021 07/2021
Procourse Fiduciary Advisors Carmel IN 06/2020 08/2020
Bishops Quarter Loveland OH 12/2018 08/2019
Skyline Chili Mason OH 06/2018 08/2018
Biketrail Junction Loveland OH 06/2017 08/2018
Miami University Oxford OH 08/2017 05/2021
Fidelity Investments Covington KY 07/2021 Present
St. Xavier High School Cincinnati OH 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 07/2021
    Wicked Pickle
    Loveland, OH
  • 06/2020 → 08/2020
    Procourse Fiduciary Advisors
    Carmel, IN
  • 12/2018 → 08/2019
    Bishops Quarter
    Loveland, OH
  • 06/2018 → 08/2018
    Skyline Chili
    Mason, OH
  • 06/2017 → 08/2018
    Biketrail Junction
    Loveland, OH
  • 08/2017 → 05/2021
    Miami University
    Oxford, OH
  • 07/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2013 → 05/2017
    St. Xavier High School
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-22
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2024-02-22
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • Alex Perry Malof
  • Alex Perry Malof
  • Alex Malof
  • Alexander Perry Malof

View on SEC IAPD

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