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Estela Rodriguez Rangel

Strategic Advisers LLC

Dallas, 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

Dallas, 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 Brokerage Services Llc Westlake TX 07/2013 05/2019
Nationwide Investment Services Inc. Columbus OH 05/2019 10/2021
Fidelity Investments Westlake TX 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 05/2019
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 05/2019 → 10/2021
    Nationwide Investment Services Inc.
    Columbus, OH
  • 10/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-29
S66 Uniform Combined State Law Examination 2019-08-15
S63 Uniform Securities Agent State Law Examination 2016-04-02
  • S65 Uniform Investment Adviser Law Examination
    2022-03-29
  • S66 Uniform Combined State Law Examination
    2019-08-15
  • S63 Uniform Securities Agent State Law Examination
    2016-04-02
Other Names
  • Estela Rangel

View on SEC IAPD

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