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Lisa Hupp

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Morgan Stanley Lincoln NE 09/2014 08/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 08/2019
Bryan Health Lincoln NE 07/2019 06/2020
Fidelity Investments Westlake TX 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 08/2019
    Morgan Stanley
    Lincoln, NE
  • 01/2015 → 08/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2019 → 06/2020
    Bryan Health
    Lincoln, NE
  • 06/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2014-09-09 → 2019-08-20
    Morgan Stanley
    Lincoln, NE
  • 2007-10-10 → 2014-09-19
    Rbc Capital Markets, Llc
    Lincoln, NE
Other Businesses

OBA-104500|OrgNmn:Target|Org Addr:Fort Worth,Texas,US|OBA Nature:Retail|Invst Rel:N|Title:Client Services Rep|Duties:Client Service|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-03
S63 Uniform Securities Agent State Law Examination 2000-10-27
  • S66 Uniform Combined State Law Examination
    2007-10-03
  • S63 Uniform Securities Agent State Law Examination
    2000-10-27
Other Names
  • Lisa Ann Hupp
  • Lisa Hupp

View on SEC IAPD

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