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Alan Fisher

Strategic Advisers LLC

Fort Worth, TX

Westlake, 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 2025-06-02
  • TX RA
    APPROVED
    Since 2025-06-02

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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, Inc Southlake TX 01/2021 04/2021
Best Buy Grapevine TX 10/2020 01/2021
Asi Signage Innovations Irving TX 02/2020 07/2020
Three Part Advisors Southlake TX 05/2018 08/2019
Tapingo Inc. Stillwater OK 03/2018 05/2019
Oklahoma State University Stillwater OK 08/2015 12/2019
Kohls Southlake TX 06/2015 05/2018
Jpmorgan Chase Bank, N.A. Southlake TX 05/2021 06/2023
J.P. Morgan Securities Llc Southlake TX 05/2021 05/2021
Td Ameritrade Services Co., Inc Southlake TX 01/2021 04/2021
Unemployed Fort Worth TX 01/2020 01/2020
Unemployed Grapevine TX 08/2020 09/2020
Persei (Llc) Grapevine TX 01/2023 04/2025
Fidelity Investments Westlake TX 04/2025 Present
  • 01/2021 → 04/2021
    Td Ameritrade, Inc
    Southlake, TX
  • 10/2020 → 01/2021
    Best Buy
    Grapevine, TX
  • 02/2020 → 07/2020
    Asi Signage Innovations
    Irving, TX
  • 05/2018 → 08/2019
    Three Part Advisors
    Southlake, TX
  • 03/2018 → 05/2019
    Tapingo Inc.
    Stillwater, OK
  • 08/2015 → 12/2019
    Oklahoma State University
    Stillwater, OK
  • 06/2015 → 05/2018
    Kohls
    Southlake, TX
  • 05/2021 → 06/2023
    Jpmorgan Chase Bank, N.A.
    Southlake, TX
  • 05/2021 → 05/2021
    J.P. Morgan Securities Llc
    Southlake, TX
  • 01/2021 → 04/2021
    Td Ameritrade Services Co., Inc
    Southlake, TX
  • 01/2020 → 01/2020
    Unemployed
    Fort Worth, TX
  • 08/2020 → 09/2020
    Unemployed
    Grapevine, TX
  • 01/2023 → 04/2025
    Persei (Llc)
    Grapevine, TX
  • 04/2025 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-20
S63 Uniform Securities Agent State Law Examination 2021-03-31
  • S66 Uniform Combined State Law Examination
    2025-05-20
  • S63 Uniform Securities Agent State Law Examination
    2021-03-31
Other Names
  • Alan Fisher
  • Alan Mitchell Fisher

View on SEC IAPD

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