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Alex Minarik

Strategic Advisers LLC

Grand Blanc, MI

Madison Heights, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-11
MI RA APPROVED 2025-04-04
  • TX RA
    APPROVED
    Since 2025-08-11
  • MI RA
    APPROVED
    Since 2025-04-04

Branch Locations

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Madison Heights, MI • 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
Quicken Loans Detroit MI 10/2015 07/2018
Unemployed Ferndale MI 07/2018 09/2018
J.P. Morgan Securities Llc Birmingham MI 09/2018 09/2022
Jpmorgan Chase Bank, N.A. Birmingham MI 09/2018 09/2022
Merrill Lynch, Pierce, Fenner & Smith Inc Clarkston MI 09/2022 04/2024
Bank Of America, N.A. Clarkston MI 11/2022 04/2024
Unemployed Oxford MI 04/2024 07/2024
Lpl Financial Llc Rochester MI 07/2024 Present
Fidelity Investments Grand Blanc MI 02/2025 Present
  • 10/2015 → 07/2018
    Quicken Loans
    Detroit, MI
  • 07/2018 → 09/2018
    Unemployed
    Ferndale, MI
  • 09/2018 → 09/2022
    J.P. Morgan Securities Llc
    Birmingham, MI
  • 09/2018 → 09/2022
    Jpmorgan Chase Bank, N.A.
    Birmingham, MI
  • 09/2022 → 04/2024
    Merrill Lynch, Pierce, Fenner & Smith Inc
    Clarkston, MI
  • 11/2022 → 04/2024
    Bank Of America, N.A.
    Clarkston, MI
  • 04/2024 → 07/2024
    Unemployed
    Oxford, MI
  • 07/2024 → Present
    Lpl Financial Llc
    Rochester, MI
  • 02/2025 → Present
    Fidelity Investments
    Grand Blanc, MI
Previous Registrations
Other Businesses

OBA-118107|OrgNmn:Alex Minarik|Org Addr:Oxford,Michigan,US|OBA Nature:Musician/Songwriter|Invst Rel:N|Title:Songwriter|Duties:Create music|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2018-12-13
  • S66 Uniform Combined State Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2018-12-13
Other Names
  • Alex Joseph Minarik
  • Alex J. Minarik
  • Alex J Minarik
  • Alex Minarik

View on SEC IAPD

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MORGAN STANLEY · Grand Blanc, MI
LPL FINANCIAL LLC · GRAND BLANC, MI
EDWARD JONES · GRAND BLANC, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Grand Blanc, MI
AMERIPRISE FINANCIAL SERVICES, LLC · GRAND BLANC, MI
MAINSTAY CAPITAL MANAGEMENT, LLC · GRAND BLANC, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Grand Blanc, MI
CG ADVISORY SERVICES · Grand Blanc, MI

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