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Reagan Holly

Strategic Advisers LLC

Austin, TX

Austin, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Austin, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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
Charles Schwab & Co., Inc. Austin TX 02/2021 08/2024
Voita International Produce San Luis Obispo CA 12/2020 02/2021
Viota International Produce San Luis Obispo CA 01/2017 02/2019
Bank Of The Sierra San Luis Obispo CA 04/2017 01/2019
Fidelity Investments Austin TX 09/2024 Present
Order Picker Sports Warehouse San Luis Obispo CA 04/2020 08/2020
Boise State University Boise ID 08/2016 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 08/2024
    Charles Schwab & Co., Inc.
    Austin, TX
  • 12/2020 → 02/2021
    Voita International Produce
    San Luis Obispo, CA
  • 01/2017 → 02/2019
    Viota International Produce
    San Luis Obispo, CA
  • 04/2017 → 01/2019
    Bank Of The Sierra
    San Luis Obispo, CA
  • 09/2024 → Present
    Fidelity Investments
    Austin, TX
  • 04/2020 → 08/2020
    Order Picker Sports Warehouse
    San Luis Obispo, CA
  • 08/2016 → 12/2020
    Boise State University
    Boise, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
  • 2023-09-14 → 2024-08-21
    Charles Schwab & Co., Inc.
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2023-01-13
  • S66 Uniform Combined State Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2023-01-13
Other Names
  • Reagan William Steven Holly

View on SEC IAPD

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