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Samuel Bustamante

Strategic Advisers LLC

Westlake, TX

Rhome, 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

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

Rhome, 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
Td Ameritrade Westlake TX 09/2020 11/2020
Milestone Church Keller TX 04/2017 07/2020
Texas Trust Credit Union Arlington TX 03/2013 02/2017
Fidelity Investments Westlake TX 01/2020 Present
Amazon Fort Worth TX 11/2020 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 11/2020
    Td Ameritrade
    Westlake, TX
  • 04/2017 → 07/2020
    Milestone Church
    Keller, TX
  • 03/2013 → 02/2017
    Texas Trust Credit Union
    Arlington, TX
  • 01/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2020 → 12/2020
    Amazon
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-110133|OrgNmn:Elevated Design & Naturescapes (EDN)|Org Addr:Rhome,Texas,US|OBA Nature:Design consulting|Invst Rel:N|Title:Owner, chief designer|Duties:Owner, chief designer|StrtDt:08-30-24|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-29
S63 Uniform Securities Agent State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2023-06-29
  • S63 Uniform Securities Agent State Law Examination
    2021-11-04
Other Names
  • Samuel James Bustamante
  • Sam James Bustamante
  • Samuel Bustamante

View on SEC IAPD

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SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
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

More in Westlake, TX

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