Best Investors Account Sign in

Kody C. Allen

Strategic Advisers LLC

Austin, TX

Austin, TX

Claim This Profile
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

Austin, TX • United States

405 N Lamar Blvd, Austin, TX 78703-5409 • 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 Southlake TX 03/2021 10/2021
Unemployed Austin TX 01/2021 03/2021
Lockhart Excavation, Llc Austin TX 12/2019 01/2020
Capella Commercial Austin TX 05/2017 12/2019
University Of Mary Hardin Baylor Belton TX 08/2016 05/2017
University Of Mary Hardin-Baylor Belton TX 01/2020 12/2020
Fidelity Investments Austin TX 03/2022 Present
Unemployed Austin TX 10/2021 03/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 10/2021
    Td Ameritrade
    Southlake, TX
  • 01/2021 → 03/2021
    Unemployed
    Austin, TX
  • 12/2019 → 01/2020
    Lockhart Excavation, Llc
    Austin, TX
  • 05/2017 → 12/2019
    Capella Commercial
    Austin, TX
  • 08/2016 → 05/2017
    University Of Mary Hardin Baylor
    Belton, TX
  • 01/2020 → 12/2020
    University Of Mary Hardin-Baylor
    Belton, TX
  • 03/2022 → Present
    Fidelity Investments
    Austin, TX
  • 10/2021 → 03/2022
    Unemployed
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-02
S63 Uniform Securities Agent State Law Examination 2021-07-14
  • S66 Uniform Combined State Law Examination
    2024-03-02
  • S63 Uniform Securities Agent State Law Examination
    2021-07-14
Other Names
  • Kody Charles Allen

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor