Best Investors Account Sign in

Roderick Lance Dixon

Strategic Advisers LLC

Apple Valley, MN

CRD 4192854

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-10-01
TX RA APPROVED 2025-10-01
  • MN RA
    APPROVED
    Since 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-01

Branch Locations

Apple Valley, MN • 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
Scottrade, Inc Houston TX 04/2013 03/2018
Self-Employed Houston TX 03/2018 10/2020
Us Census Bureau Houston TX 08/2020 08/2020
Lowes Houston TX 09/2020 11/2020
Angi Homeservices Spring TX 05/2021 06/2021
Perennial Sellers Spring TX 10/2020 01/2022
Fidelity Investments Merrimack NH 01/2022 Present
Uber Spring TX 12/2020 01/2022
  • 04/2013 → 03/2018
    Scottrade, Inc
    Houston, TX
  • 03/2018 → 10/2020
    Self-Employed
    Houston, TX
  • 08/2020 → 08/2020
    Us Census Bureau
    Houston, TX
  • 09/2020 → 11/2020
    Lowes
    Houston, TX
  • 05/2021 → 06/2021
    Angi Homeservices
    Spring, TX
  • 10/2020 → 01/2022
    Perennial Sellers
    Spring, TX
  • 01/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2020 → 01/2022
    Uber
    Spring, TX
Previous Registrations
  • 2017-08-15 → 2018-03-07
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2022-05-06
  • S66 Uniform Combined State Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2022-05-06

View on SEC IAPD

More in Apple Valley, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor