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Edward Whalen

Strategic Advisers LLC

Trophy Club, TX

Westlake, 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

Trophy Club, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Investments Westlake TX 09/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → Present
    Fidelity Investments
    Westlake, TX
  • 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
    Westlake, TX
    Trophy Club, TX
  • 2012-09-18 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-07
S63 Uniform Securities Agent State Law Examination 2008-01-10
  • S66 Uniform Combined State Law Examination
    2012-09-07
  • S63 Uniform Securities Agent State Law Examination
    2008-01-10
Other Names
  • Edward Michael Whalen
  • Edward Michael Whalen

View on SEC IAPD

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