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Lindsay Gorman

Strategic Advisers LLC

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

Austin, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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
At Home Childcare Houston TX 03/2018 09/2018
Chic Lash Boutique Houston TX 10/2017 03/2018
Bunkhouse Austin TX 04/2023 09/2024
Fidelity Brokerage Services Llc The Woodlands TX 04/2020 04/2023
Lilly Pulitzer Houston TX 09/2016 10/2017
Fidelity Investments Austin TX 09/2024 Present
Boynton Plastic Surgery Houston TX 10/2019 02/2020
Pappas Burger Houston TX 09/2018 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 09/2018
    At Home Childcare
    Houston, TX
  • 10/2017 → 03/2018
    Chic Lash Boutique
    Houston, TX
  • 04/2023 → 09/2024
    Bunkhouse
    Austin, TX
  • 04/2020 → 04/2023
    Fidelity Brokerage Services Llc
    The Woodlands, TX
  • 09/2016 → 10/2017
    Lilly Pulitzer
    Houston, TX
  • 09/2024 → Present
    Fidelity Investments
    Austin, TX
  • 10/2019 → 02/2020
    Boynton Plastic Surgery
    Houston, TX
  • 09/2018 → 04/2020
    Pappas Burger
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
  • 2022-03-29 → 2023-05-01
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-03
S63 Uniform Securities Agent State Law Examination 2020-10-15
  • S66 Uniform Combined State Law Examination
    2022-03-03
  • S63 Uniform Securities Agent State Law Examination
    2020-10-15
Other Names
  • Lindsay Nicole Gorman

View on SEC IAPD

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