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Iris M. Modlin

Strategic Advisers LLC

Rosharon, TX

Sugar Land, 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

Rosharon, TX • United States

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • 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 Clear Lake TX 09/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2010 → Present
    Fidelity Investments
    Clear Lake, 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
    Rosharon, TX
    Sugar Land, TX
  • 2010-11-03 → 2018-07-13
    Strategic Advisers Llc
    Webster, TX
    Friendswood, TX
  • 2005-10-27 → 2010-09-08
    Chase Investment Services Corp.
    Houston, TX
    Houston, TX
    Houston, TX
    League City, TX
  • 2004-03-18 → 2005-10-04
    Morgan Keegan & Company, Llc
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-12
  • S66 Uniform Combined State Law Examination
    2004-02-12
Other Names
  • Iris Michele Smith
  • Iris Michele Modlin

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