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Alexander Thomas Whitney

Strategic Advisers LLC

Columbus, OH

Columbus, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
OH RA APPROVED 2025-10-14
  • TX RA
    APPROVED
    Since 2026-04-10
  • OH RA
    APPROVED
    Since 2025-10-14

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Columbus, 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
Fidelity Investments Covington KY 06/2023 08/2023
Fidelity Investments Covington KY 06/2024 08/2024
Fidelity Investments Columbus OH 06/2025 Present
Towne Construction Services Batavia OH 05/2022 08/2022
Beechmont Investments Inc Cincinnati OH 01/2020 02/2023
The Ohio State University Columbus OH 08/2021 05/2025
The Ohio State University Columbus OH 02/2023 06/2023
Anderson High School Cincinnati OH 06/2015 07/2021
  • 06/2023 → 08/2023
    Fidelity Investments
    Covington, KY
  • 06/2024 → 08/2024
    Fidelity Investments
    Covington, KY
  • 06/2025 → Present
    Fidelity Investments
    Columbus, OH
  • 05/2022 → 08/2022
    Towne Construction Services
    Batavia, OH
  • 01/2020 → 02/2023
    Beechmont Investments Inc
    Cincinnati, OH
  • 08/2021 → 05/2025
    The Ohio State University
    Columbus, OH
  • 02/2023 → 06/2023
    The Ohio State University
    Columbus, OH
  • 06/2015 → 07/2021
    Anderson High School
    Cincinnati, OH
Other Businesses

OBA-119943|OrgNmn:Alexander Whitney DBA CincyAerials|Org Addr:Cincinnati,Ohio,US|OBA Nature:Freelance Video Editing & Cont|Invst Rel:N|Title:Sole Proprietor|Duties:Taking photos/videos and editing content|StrtDt:06-10-25|TotHrs/mon:5|TrdHrs/mon:0|OBA-120050|OrgNmn:Alexander Whitney DBA CINCY988|Org Addr:Cincinnati,Ohio,US|OBA Nature:Selling items online (eBay, St|Invst Rel:N|Title:Sole Proprietor|Duties:Selling new/used items and tickets|StrtDt:06-13-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12
Other Names
  • Alex Whitney
  • Alexander Whitney

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

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