Best Investors Account Sign in

Joy Alexi Steinmetz

Strategic Advisers LLC

Cincinnati, OH

Batavia, OH

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-14
  • OH RA
    APPROVED
    Since 2026-05-14

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Batavia, 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
West Clermont High School Cincinnati OH 08/2019 06/2021
Cedar Fair Soak City Mason OH 06/2021 09/2022
University Of Cincinnati Cincinnati OH 06/2023 04/2024
Kroger Pharmacy Amelia OH 04/2024 03/2025
Southwest Ohio Developmental Center Batavia OH 03/2025 07/2025
Unemployed Batavia OH 12/2025 01/2026
University Of Cincinnati Cincinnati OH 07/2025 12/2025
I9 Sports West Chester OH 04/2023 06/2023
Fidelity Investments Cincinnati OH 01/2026 Present
West Clermont High School Batavia OH 09/2022 04/2023
West Clermont Middle School Batavia OH 08/2018 08/2019
Ohio Virtual Academy Batavia OH 01/2016 08/2018
  • 08/2019 → 06/2021
    West Clermont High School
    Cincinnati, OH
  • 06/2021 → 09/2022
    Cedar Fair Soak City
    Mason, OH
  • 06/2023 → 04/2024
    University Of Cincinnati
    Cincinnati, OH
  • 04/2024 → 03/2025
    Kroger Pharmacy
    Amelia, OH
  • 03/2025 → 07/2025
    Southwest Ohio Developmental Center
    Batavia, OH
  • 12/2025 → 01/2026
    Unemployed
    Batavia, OH
  • 07/2025 → 12/2025
    University Of Cincinnati
    Cincinnati, OH
  • 04/2023 → 06/2023
    I9 Sports
    West Chester, OH
  • 01/2026 → Present
    Fidelity Investments
    Cincinnati, OH
  • 09/2022 → 04/2023
    West Clermont High School
    Batavia, OH
  • 08/2018 → 08/2019
    West Clermont Middle School
    Batavia, OH
  • 01/2016 → 08/2018
    Ohio Virtual Academy
    Batavia, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-06
  • S66 Uniform Combined State Law Examination
    2026-05-06
Other Names
  • Joy Steinmetz

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor