David Weinstein

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-10-06
OH	RA	APPROVED	2025-10-06
TX	RA	APPROVED	2025-10-06

KY RA
APPROVED

Since 2025-10-06
OH RA
APPROVED

Since 2025-10-06
TX RA
APPROVED

Since 2025-10-06

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • 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

Organization	City	State	From	To
Ubreakifix	Oh	OH	11/2020	08/2021
Compass Rose Housing	Fl	FL	09/2021	07/2022
South Orange Ace Hardware	Fl	FL	03/2022	06/2022
Kroger	Oh	OH	12/2019	11/2020
Mid-South Motoplex	Tn	TN	07/2022	02/2023
Weinstein Homeschool	Oh	OH	08/2013	05/2021
Honda Of Fairfield	Oh	OH	03/2023	05/2024
Fidelity Investments	Covington	KY	06/2024	Present

11/2020 → 08/2021

Ubreakifix

Oh, OH
09/2021 → 07/2022

Compass Rose Housing

Fl, FL
03/2022 → 06/2022

South Orange Ace Hardware

Fl, FL
12/2019 → 11/2020

Kroger

Oh, OH
07/2022 → 02/2023

Mid-South Motoplex

Tn, TN
08/2013 → 05/2021

Weinstein Homeschool

Oh, OH
03/2023 → 05/2024

Honda Of Fairfield

Oh, OH
06/2024 → Present

Fidelity Investments

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-01
S63	Uniform Securities Agent State Law Examination	2024-08-19

S66 Uniform Combined State Law Examination

2025-10-01
S63 Uniform Securities Agent State Law Examination

2024-08-19

Other Names

David Weinstein
David Alexander Weinstein

View on SEC IAPD

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