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Briana Lea Nguyen

Strategic Advisers LLC

Dallas, TX

Westlake, 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

Dallas, 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
Composure Studios Houston TX 01/2018 08/2021
Peran & Scannell Jewelers Houston TX 01/2018 12/2018
Grayhouse Events Atelier Houston TX 01/2018 06/2021
The Secret Floral Garden Houston TX 09/2017 01/2018
Guadalajara Mexican Grille & Bar Houston TX 09/2016 01/2018
University Of Saint Thomas Houston TX 12/2014 12/2017
University Of Saint Thomas Houston TX 08/2014 12/2017
Fidelity Investments Westlake TX 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 08/2021
    Composure Studios
    Houston, TX
  • 01/2018 → 12/2018
    Peran & Scannell Jewelers
    Houston, TX
  • 01/2018 → 06/2021
    Grayhouse Events Atelier
    Houston, TX
  • 09/2017 → 01/2018
    The Secret Floral Garden
    Houston, TX
  • 09/2016 → 01/2018
    Guadalajara Mexican Grille & Bar
    Houston, TX
  • 12/2014 → 12/2017
    University Of Saint Thomas
    Houston, TX
  • 08/2014 → 12/2017
    University Of Saint Thomas
    Houston, TX
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-89715|OrgNmn:MTEK CV|Org Addr:Euless,Texas,US|OBA Nature:Teahouse|Invst Rel:N|Title:Shift Lead & Barista |Duties:Shift Lead & Barista|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-31
S63 Uniform Securities Agent State Law Examination 2022-04-19
  • S66 Uniform Combined State Law Examination
    2022-10-31
  • S63 Uniform Securities Agent State Law Examination
    2022-04-19
Other Names
  • Briana Lea Nguyen
  • Bri Lea Nguyen
  • Bri Nguyen
  • Briana Nguyen

View on SEC IAPD

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