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Alek Rodriguez Estrada

Strategic Advisers LLC

Covington, KY

Newport, 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 2025-10-17
TX RA APPROVED 2025-10-17
  • KY RA
    APPROVED
    Since 2025-10-17
  • TX RA
    APPROVED
    Since 2025-10-17

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Newport, 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
Healthgrades Boston MA 01/2021 09/2022
Protiviti Cincinnati OH 10/2022 06/2023
Goose And Elder Cincinnati OH 06/2023 06/2024
Servicenow Va VA 01/2020 09/2020
Fidelity Investments Covington KY 04/2025 Present
Friends Of Bls Crew Boston MA 08/2019 05/2022
Boston Latin School Boston MA 09/2010 06/2017
Boston Juicing Boston MA 06/2018 09/2018
Unemployed Boston MA 06/2017 02/2018
Purrfect Day Covington KY 09/2022 11/2023
Bootleg Special Boston MA 02/2018 11/2019
Fifth Third Bank Cincinnati OH 11/2023 03/2025
Northeastern University Boston MA 08/2017 05/2022
  • 01/2021 → 09/2022
    Healthgrades
    Boston, MA
  • 10/2022 → 06/2023
    Protiviti
    Cincinnati, OH
  • 06/2023 → 06/2024
    Goose And Elder
    Cincinnati, OH
  • 01/2020 → 09/2020
    Servicenow
    Va, VA
  • 04/2025 → Present
    Fidelity Investments
    Covington, KY
  • 08/2019 → 05/2022
    Friends Of Bls Crew
    Boston, MA
  • 09/2010 → 06/2017
    Boston Latin School
    Boston, MA
  • 06/2018 → 09/2018
    Boston Juicing
    Boston, MA
  • 06/2017 → 02/2018
    Unemployed
    Boston, MA
  • 09/2022 → 11/2023
    Purrfect Day
    Covington, KY
  • 02/2018 → 11/2019
    Bootleg Special
    Boston, MA
  • 11/2023 → 03/2025
    Fifth Third Bank
    Cincinnati, OH
  • 08/2017 → 05/2022
    Northeastern University
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
  • S66 Uniform Combined State Law Examination
    2025-09-29

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

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
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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