Best Investors Account Sign in

Robert Towns

Strategic Advisers LLC

Fort Worth, TX

Westlake, 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

Fort Worth, 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 Brokerage Services Llc. Westlake TX 07/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → Present
    Fidelity Brokerage Services Llc.
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-103873|OrgNmn:The Towns Group|Org Addr:Fort Worth,Texas,US|OBA Nature:Advertising and marketing busi|Invst Rel:N|Title:CEO|Duties:All work performed will be remote. No travel dedicated to meeting clients. Only communicating via electronically. |StrtDt:|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-30
S63 Uniform Securities Agent State Law Examination 2015-09-11
  • S66 Uniform Combined State Law Examination
    2019-12-30
  • S63 Uniform Securities Agent State Law Examination
    2015-09-11
Other Names
  • Robert Adam Towns

View on SEC IAPD

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor