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Allison Hughes

Strategic Advisers LLC

Westlake, TX

Ponder, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Ponder, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Westlake TX 04/2007 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2007 → Present
    Fidelity Brokerage Services
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2008-02-26 → 2018-03-19
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-25
S63 Uniform Securities Agent State Law Examination 2007-09-13
  • S66 Uniform Combined State Law Examination
    2008-02-25
  • S63 Uniform Securities Agent State Law Examination
    2007-09-13
Other Names
  • Allison Claire Morris
  • Alli Claire Morris
  • Alli Claire Gillespie
  • Allison Gillespie
  • Allison Claire Gillespie
  • Allison Claire Hughes

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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