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Wick E. Makse

Strategic Advisers LLC

Cincinnati, OH

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

Branch Locations

Cincinnati, OH • United States

100 Magellan Way, Covington, KY 41015-1987 • 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 01/2011 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2010-08-09 → 2010-12-20
    Edward Jones
    Lebanon, OH
    St Louis, MO
Other Businesses

OBA-127054|OrgNmn:Father & Son Collectables|Org Addr:Cincinnati,Ohio,US|OBA Nature:We will buy and sell sports tr|Invst Rel:N|Title:Owner (non-business)|Duties:I will help facilitate the buying, selling, and shipping, of sports trading cards and memorabilia with my son.|StrtDt:03-18-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2021-09-20
Other Names
  • Wick E Makse
  • Wick Makse
  • Wick Eugene Makse

View on SEC IAPD

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