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Julie Hatton

Strategic Advisers LLC

Westlake, TX

Keller, 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 2025-04-28
  • TX RA
    APPROVED
    Since 2025-04-28

Branch Locations

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

Keller, 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- Home Maker/Care Giver Southlake TX 04/2015 12/2016
Orangetheory Fitness Southlake TX 12/2016 10/2017
Orangetheory Fitness Southlake TX 10/2017 02/2020
Unemployed- Home Maker/Care Giver Southlake TX 02/2020 01/2021
Fidelity Investments Westlake TX 01/2021 Present
  • 04/2015 → 12/2016
    Unemployed- Home Maker/Care Giver
    Southlake, TX
  • 12/2016 → 10/2017
    Orangetheory Fitness
    Southlake, TX
  • 10/2017 → 02/2020
    Orangetheory Fitness
    Southlake, TX
  • 02/2020 → 01/2021
    Unemployed- Home Maker/Care Giver
    Southlake, TX
  • 01/2021 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-11
S63 Uniform Securities Agent State Law Examination 2021-07-13
  • S66 Uniform Combined State Law Examination
    2025-03-11
  • S63 Uniform Securities Agent State Law Examination
    2021-07-13
Other Names
  • Julie Ann Lee
  • Julie Lee Hatton
  • Julie Hatton

View on SEC IAPD

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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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