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Alan Voskuil

Strategic Advisers LLC

Southlake, TX

North Richland Hills, 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

1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States

North Richland Hills, 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
Unemployed North Richland Hills TX 04/2020 09/2020
Viola Basket Reggio Calabria 08/2016 05/2017
Blu Basket Treviglio 08/2017 05/2018
Bakery Basket Piacenza 08/2018 05/2019
Randers Basket Randers 08/2019 04/2020
Fidelity Investments Westlake TX 08/2021 Present
Fidelity Investments Westlake TX 09/2020 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 09/2020
    Unemployed
    North Richland Hills, TX
  • 08/2016 → 05/2017
    Viola Basket
    Reggio Calabria
  • 08/2017 → 05/2018
    Blu Basket
    Treviglio
  • 08/2018 → 05/2019
    Bakery Basket
    Piacenza
  • 08/2019 → 04/2020
    Randers Basket
    Randers
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 09/2020 → 07/2021
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
S63 Uniform Securities Agent State Law Examination 2021-10-07
  • S66 Uniform Combined State Law Examination
    2023-01-06
  • S63 Uniform Securities Agent State Law Examination
    2021-10-07
Other Names
  • Alan Mark Voskuil
  • Alan Voskuil

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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