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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

Pflugerville, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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 Pflugerville TX 08/2020 09/2020
Cetera Advisor Networks Llc Austin TX 08/2023 11/2024
Minnesota Life Insurance Company St Paul MN 01/2021 08/2023
Hendrickson High School Pflugerville TX 08/2016 12/2016
North Star Resource Group Austin TX 01/2021 11/2024
Chili'S Pflugerville TX 06/2018 08/2018
Chili'S Pflugerville TX 12/2016 08/2017
Securian Financial Services Inc St Paul MN 01/2021 08/2023
Texas State University San Marcos TX 09/2018 07/2020
North Star Resource Group Austin TX 09/2020 12/2020
Cetera Investment Advisers Llc Schaumburg IL 08/2023 11/2024
Fidelity Investments Austin TX 12/2024 Present
Texas State University San Marcos TX 08/2017 06/2018
Cri Securities Llc Austin TX 01/2021 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 09/2020
    Unemployed
    Pflugerville, TX
  • 08/2023 → 11/2024
    Cetera Advisor Networks Llc
    Austin, TX
  • 01/2021 → 08/2023
    Minnesota Life Insurance Company
    St Paul, MN
  • 08/2016 → 12/2016
    Hendrickson High School
    Pflugerville, TX
  • 01/2021 → 11/2024
    North Star Resource Group
    Austin, TX
  • 06/2018 → 08/2018
    Chili'S
    Pflugerville, TX
  • 12/2016 → 08/2017
    Chili'S
    Pflugerville, TX
  • 01/2021 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 09/2018 → 07/2020
    Texas State University
    San Marcos, TX
  • 09/2020 → 12/2020
    North Star Resource Group
    Austin, TX
  • 08/2023 → 11/2024
    Schaumburg, IL
  • 12/2024 → Present
    Fidelity Investments
    Austin, TX
  • 08/2017 → 06/2018
    Texas State University
    San Marcos, TX
  • 01/2021 → 10/2021
    Cri Securities Llc
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
    Pflugerville, TX
  • 2023-08-10 → 2024-11-18
    Austin, TX
    Austin, TX
  • 2021-04-08 → 2023-08-10
    Securian Financial Services, Inc.
    Austin, TX
    St. Paul, MN
  • 2021-04-08 → 2021-10-28
    Cri Securities, Llc
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-27
  • S66 Uniform Combined State Law Examination
    2021-02-27
Other Names
  • Grant Thomas Shatzer
  • Grant Shatzer

View on SEC IAPD

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