Best Investors Account Sign in

Jeffrey Rowland Culak

Strategic Advisers LLC

Corinth, TX

Westlake, 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

Corinth, 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
Fidelity Brokerage Services, Inc. Dallas TX 11/1997 Present
Strategic Advisors Inc Westlake TX 04/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/1997 → Present
    Fidelity Brokerage Services, Inc.
    Dallas, TX
  • 04/2004 → Present
    Strategic Advisors Inc
    Westlake, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Corinth, TX
    Westlake, TX
  • 2004-04-06 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
  • 2005-04-26 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-18
S63 Uniform Securities Agent State Law Examination 1998-02-16
  • S66 Uniform Combined State Law Examination
    2004-03-18
  • S63 Uniform Securities Agent State Law Examination
    1998-02-16
Other Names
  • Jeff Culak

View on SEC IAPD

More in Corinth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor