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Lance Fricke

Strategic Advisers LLC

Austin, TX

Austin, TX

Austin, 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

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States

Austin, 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 Austin TX 12/2019 Present
Veritude Austin TX 08/2019 12/2019
Veritude San Antonio TX 07/2018 08/2019
Texas Christian University Fort Worth TX 08/2014 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Austin, TX
  • 08/2019 → 12/2019
    Veritude
    Austin, TX
  • 07/2018 → 08/2019
    Veritude
    San Antonio, TX
  • 08/2014 → 07/2018
    Texas Christian University
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Other Businesses

OBA-129371|OrgNmn:Street FC|Org Addr:New York,New York,US|OBA Nature:Soccer Pick Up |Invst Rel:N|Title:Independent Contractor|Duties:I facilitate the pick up soccer sessions as a captain - help set up courts and facilitate. |StrtDt:04-17-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-30
  • S66 Uniform Combined State Law Examination
    2020-10-30
Other Names
  • Lance William Fricke

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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