Best Investors Account Sign in

L. Lezette Marion

Strategic Advisers LLC

Friendswood, TX

Houston, TX

Claim This Profile
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

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States

Houston, 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
Fidelity Investments West Hartford CT 09/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2010 → Present
    Fidelity Investments
    West Hartford, CT
  • 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
    Houston, TX
    Friendswood, TX
  • 2010-11-03 → 2018-07-13
    Strategic Advisers Llc
    Webster, TX
  • 2007-02-28 → 2010-09-20
    Wells Fargo Investments, Llc
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-17
S63 Uniform Securities Agent State Law Examination 2004-12-27
  • S66 Uniform Combined State Law Examination
    2007-02-17
  • S63 Uniform Securities Agent State Law Examination
    2004-12-27
Other Names
  • Latasha Lezette Alexander
  • L Lezette Marion
  • Latasha Lezette Marion
  • Latasha Lezette Marion
  • L. Lezette Lezette Marion
  • Latasha Lezette Marion

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

STEPHEN M CARMONA
HEATH M. WARREN
BROCK NOLIN
MATTHEW XAVIER GRIECO
JOSHUA GURVEY
KEVIN J HELMER
HUGH CLAY JOHNSON
ATHENA YANG

Other Offices

CHARLES SCHWAB & CO., INC. · Webster, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRIENDSWOOD, TX
COMMONWEALTH FINANCIAL NETWORK · FRIENDSWOOD, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX
EDWARD JONES · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX
EDWARD JONES · WEBSTER, TX

More in Friendswood, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor