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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

Northlake, 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
The Music Academy Denton TX 10/2019 08/2021
Williamson Music 1St Plano TX 10/2020 08/2021
Fidelity Investments Westlake TX 08/2021 Present
Northwest High School Justin TX 08/2013 05/2017
Howard Payne University Brownwood TX 08/2017 05/2018
Texas Woman's University Denton TX 08/2018 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 08/2021
    The Music Academy
    Denton, TX
  • 10/2020 → 08/2021
    Williamson Music 1St
    Plano, TX
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2013 → 05/2017
    Northwest High School
    Justin, TX
  • 08/2017 → 05/2018
    Howard Payne University
    Brownwood, TX
  • 08/2018 → 08/2021
    Texas Woman's University
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-21
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2024-05-21
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • Michaela Dawn Brandt

View on SEC IAPD

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