Best Investors Account Sign in

Angela Wadina Young

Strategic Advisers LLC

Roanoke, TX

Claim This Profile
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

Roanoke, TX • 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
Usaa Financial Advisor Inc Phoenix AZ 01/2020 06/2020
Apex Systems Scottsdale AZ 01/2020 08/2020
Usaa Investment Services Company Phoenix AZ 06/2020 04/2021
Fidelity Investments Salt Lake City UT 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
The Vanguard Group, Inc. Scottsdale AZ 04/1997 01/2020
  • 01/2020 → 06/2020
    Usaa Financial Advisor Inc
    Phoenix, AZ
  • 01/2020 → 08/2020
    Apex Systems
    Scottsdale, AZ
  • 06/2020 → 04/2021
    Usaa Investment Services Company
    Phoenix, AZ
  • 04/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 04/1997 → 01/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2021-09-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Avondale, AZ
Other Businesses

OBA-67213|OrgNmn:The Marriage Strategist for Women|Org Addr:Roanoke,Texas,US|OBA Nature:I been married 31 years and I |Invst Rel:N|Title:Create Masterclasses for myself t|Duties:Create the class and present to a group of women on Zoom|StrtDt:03-28-22|TotHrs/mon:6|TrdHrs/mon:0|OBA-110780|OrgNmn:Cornerstone Realty Solutions Group, LLC|Org Addr:AUSTIN,Texas,US|OBA Nature:Buying Distressed Land, Wholes|Invst Rel:Y|Title:Real Estate Investor|Duties:Build my real estate portfolio with finding land, houses, rental proprities that makes sense for increased cashflow.|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|OBA-60824|OrgNmn:The Bling Store|Org Addr:Avondale,Arizona,US|OBA Nature:A digital store to sell shoes|Invst Rel:N|Title:Business Owner|Duties:Work on the weekend, about 4 to 6 hours. I plan to open by the end of the year|StrtDt:07-13-21|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-01
S65 Uniform Investment Adviser Law Examination 2020-08-19
S63 Uniform Securities Agent State Law Examination 1997-05-22
  • S66 Uniform Combined State Law Examination
    2021-12-01
  • S65 Uniform Investment Adviser Law Examination
    2020-08-19
  • S63 Uniform Securities Agent State Law Examination
    1997-05-22
Other Names
  • Angela Hagan
  • Angela Wadina Young
  • Angela Hagan Young

View on SEC IAPD

More in Roanoke, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor