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Robert Brenner Holliman

Strategic Advisers LLC

Richardson, TX

Dallas, 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

Richardson, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Axa Advisors, Llc New York NY 05/2020 06/2020
Texas Christian University Ft. Woth TX 08/2015 05/2020
Waffle House Panama City Beach FL 05/2018 08/2018
Texas Christian University Ft. Worth TX 08/2016 08/2018
Student Mobilization Panama City Beach FL 05/2019 08/2019
Equitable Advisors, Llc New York NY 05/2020 11/2020
Fidelity Investments Westlake TX 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2015 → 05/2020
    Texas Christian University
    Ft. Woth, TX
  • 05/2018 → 08/2018
    Waffle House
    Panama City Beach, FL
  • 08/2016 → 08/2018
    Texas Christian University
    Ft. Worth, TX
  • 05/2019 → 08/2019
    Student Mobilization
    Panama City Beach, FL
  • 05/2020 → 11/2020
    Equitable Advisors, Llc
    New York, NY
  • 11/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
S63 Uniform Securities Agent State Law Examination 2020-11-13
  • S66 Uniform Combined State Law Examination
    2022-05-26
  • S63 Uniform Securities Agent State Law Examination
    2020-11-13
Other Names
  • Brenner Holliman
  • Robert Brenner Holliman
  • Robert Holliman

View on SEC IAPD

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