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Leonard J Weinstein

Strategic Advisers LLC

Cincinnati, OH

Loveland, OH

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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
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Loveland, 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 Brokerage Services, Inc. Boston MA 08/1998 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/1998 → Present
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Loveland, OH
    Cincinnati, OH
  • 1998-10-01 → 2018-07-13
    Strategic Advisers Llc
    Smithfield, RI
    Covington, KY
    Covington, KY
    Covington, KY
Other Businesses

OBA-117682|OrgNmn:Tenamore Corporation|Org Addr:Clarksvill,Tennessee,US|OBA Nature:Wedding Venue|Invst Rel:N|Title:Officer|Duties:book keeping|StrtDt:06-02-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-5588|OrgNmn:Cincinnati Polo Club|Org Addr:batavia,Ohio,US|OBA Nature:Playing the game of Polo|Invst Rel:N|Title:Referee|Duties:Referee Polo matches|StrtDt:06-05-15|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-27
S63 Uniform Securities Agent State Law Examination 1994-12-05
  • S65 Uniform Investment Adviser Law Examination
    1994-12-27
  • S63 Uniform Securities Agent State Law Examination
    1994-12-05
Other Names
  • Leonard J Weinstein
  • Leonard Jay Weinstein

View on SEC IAPD

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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

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