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Alexander James Burch

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 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

Covington, 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
Panera Bread Cincinnati OH 09/2016 04/2017
Lendkey Technologies Blue Ash OH 05/2017 05/2019
Dfas Columbus OH 05/2018 08/2018
University Of Cincinnati Cincinnati OH 08/2015 05/2019
Fidelity Brokerage Services Llc Covington KY 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 04/2017
    Panera Bread
    Cincinnati, OH
  • 05/2017 → 05/2019
    Lendkey Technologies
    Blue Ash, OH
  • 05/2018 → 08/2018
    Dfas
    Columbus, OH
  • 08/2015 → 05/2019
    University Of Cincinnati
    Cincinnati, OH
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-08
  • S66 Uniform Combined State Law Examination
    2019-11-08
Other Names
  • Alec Burch
  • Alexander James Burch
  • Alexander Burch

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
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