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Alexis Lindsay

Strategic Advisers LLC

Covington, KY

Cincinnati, 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 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Magellan Way, Covington, KY 41015-1987 • United States

Cincinnati, 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 Investments Covington KY 04/2022 Present
Clarity Retail Services West Chester OH 11/2019 03/2022
Reztark Design Studios Cincinnati OH 05/2018 08/2018
Rule Joy Trammel And Rubio Atlanta GA 08/2017 12/2017
Gus Perdikakis Associates Cincinnati OH 05/2019 11/2019
Self Employed Cincinnati OH 09/2019 11/2019
Dlr Group Phoenix AZ 01/2017 04/2017
Amazon Hebron KY 10/2018 07/2019
University Of Cincinnati Cincinnati OH 06/2015 05/2019
Kroger Cincinnati OH 05/2014 08/2018
University Of Cincinnati Cincinnati OH 08/2014 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Covington, KY
  • 11/2019 → 03/2022
    Clarity Retail Services
    West Chester, OH
  • 05/2018 → 08/2018
    Reztark Design Studios
    Cincinnati, OH
  • 08/2017 → 12/2017
    Rule Joy Trammel And Rubio
    Atlanta, GA
  • 05/2019 → 11/2019
    Gus Perdikakis Associates
    Cincinnati, OH
  • 09/2019 → 11/2019
    Self Employed
    Cincinnati, OH
  • 01/2017 → 04/2017
    Dlr Group
    Phoenix, AZ
  • 10/2018 → 07/2019
    Amazon
    Hebron, KY
  • 06/2015 → 05/2019
    University Of Cincinnati
    Cincinnati, OH
  • 05/2014 → 08/2018
    Kroger
    Cincinnati, OH
  • 08/2014 → 05/2019
    University Of Cincinnati
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-10
  • S66 Uniform Combined State Law Examination
    2022-10-10
Other Names
  • Alexis Gabrielle Lindsay
  • Alexis Marcadees Lindsay

View on SEC IAPD

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TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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