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Marcy Zabala

Strategic Advisers LLC

Mansfield, TX

Westlake, 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

Mansfield, 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 03/2020 08/2020
Walmart Inc. Mansfield TX 02/2017 03/2020
Baylor Scott & White (Bumc) Dallas TX 06/2016 05/2017
Chirotech Fort Worth TX 05/2015 06/2017
University Of Texas At Arlington Arlington TX 08/2016 12/2019
Robinhood Financial, Llc Westlake TX 08/2021 09/2022
Grand Prairie Isd Grand Prairie TX 10/2020 08/2021
Robinhood Markets, Inc Westlake TX 06/2022 09/2022
Fidelity Investments Westlake TX 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 08/2020
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 02/2017 → 03/2020
    Walmart Inc.
    Mansfield, TX
  • 06/2016 → 05/2017
    Baylor Scott & White (Bumc)
    Dallas, TX
  • 05/2015 → 06/2017
    Chirotech
    Fort Worth, TX
  • 08/2016 → 12/2019
    University Of Texas At Arlington
    Arlington, TX
  • 08/2021 → 09/2022
    Robinhood Financial, Llc
    Westlake, TX
  • 10/2020 → 08/2021
    Grand Prairie Isd
    Grand Prairie, TX
  • 06/2022 → 09/2022
    Robinhood Markets, Inc
    Westlake, TX
  • 09/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2022-02-12
  • S66 Uniform Combined State Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2022-02-12

View on SEC IAPD

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