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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

The Woodlands, 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
Wells Fargo Bank, N.A. The Woodlands TX 08/1999 05/2021
Wells Fargo Advisors, Llc Centennial CO 10/2011 11/2016
Wells Fargo Clearing Services, Llc The Woodlands TX 11/2016 05/2021
Fidelity Investments The Woodlands TX 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/1999 → 05/2021
    Wells Fargo Bank, N.A.
    The Woodlands, TX
  • 10/2011 → 11/2016
    Wells Fargo Advisors, Llc
    Centennial, CO
  • 11/2016 → 05/2021
    The Woodlands, TX
  • 05/2021 → Present
    Fidelity Investments
    The Woodlands, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
  • 2012-12-21 → 2021-05-17
    Austin, TX
    Bee Cave, TX
    Centennial, CO
    Denver, CO
    The Woodlands, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-20
S63 Uniform Securities Agent State Law Examination 2011-12-15
  • S65 Uniform Investment Adviser Law Examination
    2012-12-20
  • S63 Uniform Securities Agent State Law Examination
    2011-12-15
Other Names
  • Molly Rae Cholette
  • Molly Rae Anders

View on SEC IAPD

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