Best Investors Account Sign in

Robert Mason Hicks

Strategic Advisers LLC

Lewisville, TX

Westlake, 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

Lewisville, 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
OrganizationCityStateFromTo
First Financial Bank College Station TX 12/2019 04/2021
School Houston TX 01/2011 12/2019
Fidelity Investments Plano TX 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2019 → 04/2021
    First Financial Bank
    College Station, TX
  • 01/2011 → 12/2019
    School
    Houston, TX
  • 06/2021 → Present
    Fidelity Investments
    Plano, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-125886|OrgNmn:Dynata LLC |Org Addr:Lewisville,Texas,US|OBA Nature:Certain companies and organiza|Invst Rel:N|Title:N/a|Duties:None, no obligations, I can stop whenever I please. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
S63 Uniform Securities Agent State Law Examination 2021-08-27
  • S66 Uniform Combined State Law Examination
    2022-12-16
  • S63 Uniform Securities Agent State Law Examination
    2021-08-27

View on SEC IAPD

More in Lewisville, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor