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Michael David Finkelstein

Strategic Advisers LLC

Covington, KY

Covington, 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 2026-03-04
TX RA APPROVED 2026-03-04
  • KY RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

Covington, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Fidelity Investments Covington KY 03/2019 07/2020
Proforce Sports Performance Milford OH 08/2018 03/2019
Wiefit Newport KY 07/2018 03/2019
Muscle Gear Usa Florence KY 05/2018 08/2018
Skyline Chili Highland Heights KY 05/2017 05/2018
The Vitamin Shoppe Cincinnati OH 07/2016 05/2017
Northern Kentucky University Highland Heights KY 08/2013 05/2018
Robert Morris University Moon PA 08/2020 01/2021
Indiana State University Terre Haute IN 01/2021 05/2022
Indiana State University Terre Haute IN 05/2022 12/2022
Northern Kentucky University Highland Heights KY 01/2023 06/2024
Proforce Sports Performance Milford OH 06/2024 08/2025
Self-Employed Covington KY 08/2025 10/2025
Fidelity Investments Covington KY 10/2025 Present
  • 03/2019 → 07/2020
    Fidelity Investments
    Covington, KY
  • 08/2018 → 03/2019
    Proforce Sports Performance
    Milford, OH
  • 07/2018 → 03/2019
    Wiefit
    Newport, KY
  • 05/2018 → 08/2018
    Muscle Gear Usa
    Florence, KY
  • 05/2017 → 05/2018
    Skyline Chili
    Highland Heights, KY
  • 07/2016 → 05/2017
    The Vitamin Shoppe
    Cincinnati, OH
  • 08/2013 → 05/2018
    Northern Kentucky University
    Highland Heights, KY
  • 08/2020 → 01/2021
    Robert Morris University
    Moon, PA
  • 01/2021 → 05/2022
    Indiana State University
    Terre Haute, IN
  • 05/2022 → 12/2022
    Indiana State University
    Terre Haute, IN
  • 01/2023 → 06/2024
    Northern Kentucky University
    Highland Heights, KY
  • 06/2024 → 08/2025
    Proforce Sports Performance
    Milford, OH
  • 08/2025 → 10/2025
    Self-Employed
    Covington, KY
  • 10/2025 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-25
S63 Uniform Securities Agent State Law Examination 2019-07-10
  • S66 Uniform Combined State Law Examination
    2026-02-25
  • S63 Uniform Securities Agent State Law Examination
    2019-07-10
Other Names
  • Michael David Finkelstein
  • Michael Finkelstein
  • Michael David Finkelstein

View on SEC IAPD

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