Alex Thomas Holtmeier

Employer firm

Union Strategic Advisors CRD 340640

$372M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 04/2026
  Raymond James And Associates
  Blue Ash, OH
• 04/2026 → Present
  Union Strategic Advisors, Llc.
  Blue Ash, OH

Previous Registrations

• 2011-01-25 → 2026-04-02
  Raymond James & Associates, Inc.
  Blue Ash, OH
  Blue Ash, OH

Other Businesses

(1)Name of Business: Union Strategic Advisors, LLC Address: 9825 Kenwood Rd Ste 103, Blue Ash, OH, 45242-6252, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: FINANCIAL ADVISOR

Exams

• S66 Uniform Combined State Law Examination
  2011-01-24