Brenda Tollett

Strategic Advisers LLC

Overland Park, KS

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

KS RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

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

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Osawatomie, KS • 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

Organization	City	State	From	To
Scottrade, Inc.	Shawnee	KS	07/2016	09/2017
Fidelity Brokerage Services Llc	Overland Park	KS	09/2017	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2016 → 09/2017

Scottrade, Inc.

Shawnee, KS
09/2017 → Present

Fidelity Brokerage Services Llc

Overland Park, KS
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

Louisburg, KS

Overland Park, KS

Westlake, TX
2018-01-19 → 2018-07-13

Strategic Advisers Llc

Overland Park, KS
2017-02-04 → 2017-09-25

Scottrade Investment Management

Saint Louis, MO
2013-02-14 → 2016-06-21

Edward Jones

Maryland Heights, MO

Maryland Heights, MO

Fort Morgan, CO

Ft Morgan, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-08

S66 Uniform Combined State Law Examination

2013-02-08

Other Names

Brenda Escamilla

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

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

MICHAEL D FRANTZ

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

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor