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John Hayes

Strategic Advisers LLC

Westlake, TX

North Richland Hills, 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

North Richland Hills, 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
Amc Grapevine TX 12/2014 12/2018
Td Ameritrade Fort Worth TX 02/2015 07/2020
Fidelity Investments Westlake TX 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 12/2018
    Amc
    Grapevine, TX
  • 02/2015 → 07/2020
    Td Ameritrade
    Fort Worth, TX
  • 07/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2016-04-06 → 2020-07-08
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
  • 2016-04-06 → 2020-07-08
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
Other Businesses

OBA-132113|OrgNmn:Urban Motorsports|Org Addr:Fort Worth,Texas,US|OBA Nature:I help to organize and put on |Invst Rel:N|Title:Partner|Duties:Organizing and helping to host car events|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-05
S63 Uniform Securities Agent State Law Examination 2012-07-21
  • S66 Uniform Combined State Law Examination
    2016-04-05
  • S63 Uniform Securities Agent State Law Examination
    2012-07-21
Other Names
  • John Hayes
  • John Eric Hayes

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

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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