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Wesley Estep

Strategic Advisers LLC

Covington, KY

Walton, 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
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Walton, KY • 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
Education At Work Norwood OH 10/2016 08/2017
Northern Kentucky University Highland Heights KY 08/2013 05/2017
Arlinghaus Tree Service Taylor Mill KY 05/2015 11/2016
Fidelity Brokerage Services Llc Covington KY 08/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 08/2017
    Education At Work
    Norwood, OH
  • 08/2013 → 05/2017
    Northern Kentucky University
    Highland Heights, KY
  • 05/2015 → 11/2016
    Arlinghaus Tree Service
    Taylor Mill, KY
  • 08/2017 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-06
S63 Uniform Securities Agent State Law Examination 2017-09-28
  • S66 Uniform Combined State Law Examination
    2020-02-06
  • S63 Uniform Securities Agent State Law Examination
    2017-09-28
Other Names
  • Wesley Hunter Estep
  • Wesley Estep

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
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
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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