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Courtney Balduc

Strategic Advisers LLC

Westlake, TX

Haslet, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Haslet, TX • 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
Fidelity Investments Westlake TX 08/2021 Present
Bluefire Insurance Irving TX 08/2019 07/2021
Old Chicago Fort Worth TX 05/2019 08/2019
Lakewood Brewery Garland TX 03/2019 05/2019
Pet Paradise Jacksonville FL 11/2017 03/2019
Mellow Mushroom (Dcl Foods) Pigeon Forge TN 09/2016 11/2017
Backyard Barn Wildwood FL 06/2016 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2019 → 07/2021
    Bluefire Insurance
    Irving, TX
  • 05/2019 → 08/2019
    Old Chicago
    Fort Worth, TX
  • 03/2019 → 05/2019
    Lakewood Brewery
    Garland, TX
  • 11/2017 → 03/2019
    Pet Paradise
    Jacksonville, FL
  • 09/2016 → 11/2017
    Mellow Mushroom (Dcl Foods)
    Pigeon Forge, TN
  • 06/2016 → 09/2016
    Backyard Barn
    Wildwood, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-03
  • S66 Uniform Combined State Law Examination
    2022-03-03
Other Names
  • Courtney Ann Slater
  • Courtney Slater

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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