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Niegel Stevens Stevens

Strategic Advisers LLC

Houston, TX

Houston, 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

4410 Westheimer Rd Ste B-100, Houston, TX 77027-4837 • United States

Houston, 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
Valic Financial Advisors Houston TX 06/2020 11/2020
University Of Houston Houston TX 08/2019 05/2020
Office Of The Comptroller Of The Currency Houston TX 06/2019 08/2019
University Of Houston Houston TX 08/2018 05/2019
Federal Reserve Bank Of Dallas Dallas TX 06/2018 08/2018
University Of Houston Houston TX 08/2017 05/2018
St. Phillip's School And Community Center Dallas TX 06/2017 08/2017
University Of Houston Houston TX 08/2016 05/2017
Fidelity Investments Houston TX 04/2021 Present
Unemployed Houston TX 12/2020 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 11/2020
    Valic Financial Advisors
    Houston, TX
  • 08/2019 → 05/2020
    University Of Houston
    Houston, TX
  • 06/2019 → 08/2019
    Office Of The Comptroller Of The Currency
    Houston, TX
  • 08/2018 → 05/2019
    University Of Houston
    Houston, TX
  • 06/2018 → 08/2018
    Federal Reserve Bank Of Dallas
    Dallas, TX
  • 08/2017 → 05/2018
    University Of Houston
    Houston, TX
  • 06/2017 → 08/2017
    St. Phillip's School And Community Center
    Dallas, TX
  • 08/2016 → 05/2017
    University Of Houston
    Houston, TX
  • 04/2021 → Present
    Fidelity Investments
    Houston, TX
  • 12/2020 → 04/2021
    Unemployed
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
Other Businesses

OBA-114775|OrgNmn:New Legacy Ventures LLC|Org Addr:Houston,Texas,US|OBA Nature:Holding Company for 2 companie|Invst Rel:N|Title:Sole Proprietor|Duties:I am the sole owner and proprietor for the business. The entity was formed to serve as the holding company for potential future bsiness activi|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-03
S63 Uniform Securities Agent State Law Examination 2021-06-17
  • S66 Uniform Combined State Law Examination
    2023-02-03
  • S63 Uniform Securities Agent State Law Examination
    2021-06-17
Other Names
  • Niegel Stevens
  • Niegel Amari Stevens

View on SEC IAPD

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LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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