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Joseph Lebrane

Strategic Advisers LLC

Houston, TX

Rosenberg, 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

5322 Fm 1960 Rd W, Houston, TX 77069-4404 • United States

Rosenberg, 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
Morgan Stanley Houston TX 10/2015 07/2020
Morgan Stanley Private Bank, National Association New York NY 01/2016 07/2020
Fidelity Brokerage Services Sugar Land TX 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 07/2020
    Morgan Stanley
    Houston, TX
  • 01/2016 → 07/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2020 → Present
    Fidelity Brokerage Services
    Sugar Land, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sugar Land, TX
    Houston, TX
  • 2016-01-27 → 2020-07-09
    Morgan Stanley
    Houston, TX
    Gilbert, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-21
  • S66 Uniform Combined State Law Examination
    2016-01-21
Other Names
  • Joseph Lebrane
  • Joseph Lebrane

View on SEC IAPD

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