Branden Pierce Woolery

Strategic Advisers LLC

Broken Arrow, OK

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OK RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Broken Arrow, OK • United States

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jackie Cooper Imports	Tulsa	OK	05/2015	05/2020
Fidelity Investments	Tulsa	OK	07/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2015 → 05/2020

Jackie Cooper Imports

Tulsa, OK
07/2020 → Present

Fidelity Investments

Tulsa, OK
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-04-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tulsa, OK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-11

S66 Uniform Combined State Law Examination

2021-01-11

Other Names

Branden P Woolery

View on SEC IAPD

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