Todd Allen Edelman

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-28

TX RA
APPROVED

Since 2025-04-28

Branch Locations

Ponder, 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

Organization	City	State	From	To
Hicks Lightning Protection	Ponder	TX	07/2016	12/2017
Top Notch Logistics	Sherman	TX	01/2018	05/2018
Total Sand Solutions	Fort Worth	TX	06/2018	07/2021
Nylife Securities Llc	Frisco	TX	10/2021	12/2021
New York Life Insurance Company	Frisco	TX	08/2021	12/2021
Fidelity Investments	Westlake	TX	12/2021	Present

07/2016 → 12/2017

Hicks Lightning Protection

Ponder, TX
01/2018 → 05/2018

Top Notch Logistics

Sherman, TX
06/2018 → 07/2021

Total Sand Solutions

Fort Worth, TX
10/2021 → 12/2021

Nylife Securities Llc

Frisco, TX
08/2021 → 12/2021

New York Life Insurance Company

Frisco, TX
12/2021 → Present

Fidelity Investments

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-26
S63	Uniform Securities Agent State Law Examination	2022-05-02

S66 Uniform Combined State Law Examination

2025-03-26
S63 Uniform Securities Agent State Law Examination

2022-05-02

Other Names

Todd Edelman

View on SEC IAPD

More in Ponder, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor