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Rodge Macy

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
Edward Jones St Louis MO 06/2018 06/2020
Panini America Irving TX 11/2017 06/2018
Pfsweb Allen TX 06/2015 11/2017
Fidelity Investments Westlake TX 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 06/2020
    Edward Jones
    St Louis, MO
  • 11/2017 → 06/2018
    Panini America
    Irving, TX
  • 06/2015 → 11/2017
    Pfsweb
    Allen, TX
  • 06/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-08-17 → 2020-06-09
    Edward Jones
    Ft Worth, TX
    St Louis, MO
    Ft Worth, TX
    Ft Worth, TX
    St Louis, MO
    Fort Worth, TX
    Ft Worth, TX
Other Businesses

OBA-110749|OrgNmn:Cowtown Crossfit|Org Addr:Saginaw,Texas,US|OBA Nature:Crossfit Gym / Health and Exer|Invst Rel:N|Title:Employee|Duties:Coaching classes at specified times outside of normal business hours. |StrtDt:07-16-24|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-16
  • S66 Uniform Combined State Law Examination
    2018-08-16
Other Names
  • Rodge Dakota Macy

View on SEC IAPD

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LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

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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