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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-26
  • CO RA
    APPROVED
    Since 2026-08-26

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Littleton, CO • 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
Texas A&M University - College Station College Station TX 08/2016 12/2019
Fidelity Investments Westlake TX 06/2019 08/2019
A&M United Methodist Church - Weekday School College Station TX 09/2017 12/2017
College Station - Isd College Station TX 01/2017 05/2017
Textbook Solutions College Station TX 08/2017 08/2017
Fidelity Brokerage Services, Llc Westlake TX 02/2020 Present
Texas A&M Export Controls Office College Station TX 01/2018 12/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2019
    Texas A&M University - College Station
    College Station, TX
  • 06/2019 → 08/2019
    Fidelity Investments
    Westlake, TX
  • 09/2017 → 12/2017
    A&M United Methodist Church - Weekday School
    College Station, TX
  • 01/2017 → 05/2017
    College Station - Isd
    College Station, TX
  • 08/2017 → 08/2017
    Textbook Solutions
    College Station, TX
  • 02/2020 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 01/2018 → 12/2019
    Texas A&M Export Controls Office
    College Station, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-20
  • S66 Uniform Combined State Law Examination
    2020-07-20
Other Names
  • Madeline Paige Jeffcoat
  • Madeline Jeffcoat

View on SEC IAPD

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