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Garret Story-Sealey

Strategic Advisers LLC

Magnolia, 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

Magnolia, 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
Intrua Financial Houston TX 08/2015 12/2016
Financial Wealth Management Houston TX 06/2015 11/2017
Lpl Financial, Llc Houston TX 07/2015 11/2016
Lpl Financial, Llc Houston TX 01/2017 10/2017
Axa Advisors, Llc Houston TX 12/2017 08/2018
Jpmorgan Chase Bank, N.A. Cypress TX 09/2018 Present
J.P. Morgan Securities Llc Cypress TX 09/2018 Present
Fidelity Investments Cypress TX 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 12/2016
    Intrua Financial
    Houston, TX
  • 06/2015 → 11/2017
    Financial Wealth Management
    Houston, TX
  • 07/2015 → 11/2016
    Lpl Financial, Llc
    Houston, TX
  • 01/2017 → 10/2017
    Lpl Financial, Llc
    Houston, TX
  • 12/2017 → 08/2018
    Axa Advisors, Llc
    Houston, TX
  • 09/2018 → Present
    Jpmorgan Chase Bank, N.A.
    Cypress, TX
  • 09/2018 → Present
    J.P. Morgan Securities Llc
    Cypress, TX
  • 08/2022 → Present
    Fidelity Investments
    Cypress, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-17
S63 Uniform Securities Agent State Law Examination 2018-05-11
  • S66 Uniform Combined State Law Examination
    2022-11-17
  • S63 Uniform Securities Agent State Law Examination
    2018-05-11
Other Names
  • Garret Story Sealey

View on SEC IAPD

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