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Michelle M Westendorf

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
OH RA APPROVED 2025-09-08
KY RA APPROVED 2025-09-03
TX RA APPROVED 2025-09-03
  • OH RA
    APPROVED
    Since 2025-09-08
  • KY RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-03

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Fifth Third Cincinnati OH 11/2020 12/2021
Ubs Financial Services Cincinnati OH 12/2021 04/2024
Boosterthon Cincinnati OH 07/2017 08/2020
New Hanover Public Schools Wilmington NC 01/2011 07/2017
Sub Soluctions Cincinnati OH 08/2020 11/2020
Fidelity Investments Covington KY 04/2024 Present
Ubs Financial Services Cincinnati OH 12/2021 04/2024
Fifth Third Cincinnati OH 11/2020 12/2021
Unemployed Cincinnati OH 08/2020 09/2020
Boosterthon Cincinnati OH 07/2017 08/2020
Sub Soluctions Cincinnati OH 08/2020 11/2020
New Hanover Public Schools Wilmington NC 01/2011 07/2017
  • 11/2020 → 12/2021
    Fifth Third
    Cincinnati, OH
  • 12/2021 → 04/2024
    Ubs Financial Services
    Cincinnati, OH
  • 07/2017 → 08/2020
    Boosterthon
    Cincinnati, OH
  • 01/2011 → 07/2017
    New Hanover Public Schools
    Wilmington, NC
  • 08/2020 → 11/2020
    Sub Soluctions
    Cincinnati, OH
  • 04/2024 → Present
    Fidelity Investments
    Covington, KY
  • 12/2021 → 04/2024
    Ubs Financial Services
    Cincinnati, OH
  • 11/2020 → 12/2021
    Fifth Third
    Cincinnati, OH
  • 08/2020 → 09/2020
    Unemployed
    Cincinnati, OH
  • 07/2017 → 08/2020
    Boosterthon
    Cincinnati, OH
  • 08/2020 → 11/2020
    Sub Soluctions
    Cincinnati, OH
  • 01/2011 → 07/2017
    New Hanover Public Schools
    Wilmington, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-05-16
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-05-16
Other Names
  • Michelle Westendorf

View on SEC IAPD

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