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Alex Westerbeck

Strategic Advisers LLC

Cincinnati, OH

Park Hills, 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 2025-08-25
OH RA APPROVED 2025-08-21
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-08-25
  • OH RA
    APPROVED
    Since 2025-08-21
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Park Hills, 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
Fidelity Investments Covington KY 06/2023 Present
Fidelity Investments Covington KY 06/2022 08/2022
Planet Fitness Madison IN 08/2021 12/2021
Door Dash Union KY 05/2021 08/2021
Saint Henry School Erlanger KY 08/2007 05/2019
Hanover College Hanover IN 07/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Covington, KY
  • 06/2022 → 08/2022
    Fidelity Investments
    Covington, KY
  • 08/2021 → 12/2021
    Planet Fitness
    Madison, IN
  • 05/2021 → 08/2021
    Door Dash
    Union, KY
  • 08/2007 → 05/2019
    Saint Henry School
    Erlanger, KY
  • 07/2019 → 05/2023
    Hanover College
    Hanover, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-06
  • S66 Uniform Combined State Law Examination
    2023-11-06
Other Names
  • Alex Joseph Westerbeck

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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