Best Investors Account Sign in

Robert W Venable

Strategic Advisers LLC

Trophy Club, TX

Southlake, 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

Trophy Club, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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 06/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1999 → Present
    Fidelity Brokerage Services Inc.
    Dallas, 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
    Southlake, TX
    Trophy Club, TX
  • 2010-09-13 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-02-16
S66 Uniform Combined State Law Examination 2010-09-10
  • S63 Uniform Securities Agent State Law Examination
    2022-02-16
  • S66 Uniform Combined State Law Examination
    2010-09-10
Other Names
  • Robert Venable
  • Robert Wayne Venable

View on SEC IAPD

More in Trophy Club, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor