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Sean Stallings

Strategic Advisers LLC

Westlake, TX

Bedford, 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

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

Bedford, 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
Edward Jones St Louis MO 03/2020 04/2022
Keller Williams Realty Southlake TX 02/2018 03/2020
Vinelife Realty Fort Worth TX 09/2017 02/2018
Merkle, Inc Denver CO 03/2011 03/2017
Unemployed Bedford TX 03/2017 09/2017
Fidelity Investments Southlake TX 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 04/2022
    Edward Jones
    St Louis, MO
  • 02/2018 → 03/2020
    Keller Williams Realty
    Southlake, TX
  • 09/2017 → 02/2018
    Vinelife Realty
    Fort Worth, TX
  • 03/2011 → 03/2017
    Merkle, Inc
    Denver, CO
  • 03/2017 → 09/2017
    Unemployed
    Bedford, TX
  • 04/2022 → Present
    Fidelity Investments
    Southlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Southlake, TX
  • 2020-08-04 → 2022-04-20
    Edward Jones
    Bedford, TX
    St Louis, MO
    Bedford, TX
    Colleyville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-03
  • S66 Uniform Combined State Law Examination
    2020-08-03
Other Names
  • Sean Stallings
  • Sean Lane Stallings

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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