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Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

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

Grapevine, 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

Organization	City	State	From	To
Fidelity	Philadelphia	PA	07/2020	Present
Fidelity	King Of Prussia	PA	06/2019	08/2019
N/A	Philadelphia	PA	07/2010	07/2019
Swarthmore College	Swarthmore	PA	08/2019	05/2020
Fidelity Investments	Boston	MA	03/2025	Present

07/2020 → Present

Fidelity

Philadelphia, PA
06/2019 → 08/2019

Fidelity

King Of Prussia, PA
07/2010 → 07/2019

N/A

Philadelphia, PA
08/2019 → 05/2020

Swarthmore College

Swarthmore, PA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-08-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Philadelphia, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-29

S66 Uniform Combined State Law Examination

2021-01-29

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

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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

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