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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
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bellevue, WA • United States

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 05/2021 Present
Akumin Grapevine TX 09/2015 05/2021
Mac Acquisition Arlington TX 09/2014 03/2020
Landry'S Mansfield TX 02/2020 05/2021
University Of North Texas At Dallas Dallas TX 08/2019 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 09/2015 → 05/2021
    Akumin
    Grapevine, TX
  • 09/2014 → 03/2020
    Mac Acquisition
    Arlington, TX
  • 02/2020 → 05/2021
    Landry'S
    Mansfield, TX
  • 08/2019 → 05/2021
    University Of North Texas At Dallas
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2021-10-04
Other Names
  • Ruth Mary Torres
  • Ruth Torres

View on SEC IAPD

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