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Donna Ward

Strategic Advisers LLC

Cypress, TX

Houston, 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

Cypress, TX • United States

5322 Fm 1960 Rd W, Houston, TX 77069-4404 • 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
Katy Isd Housoton TX 08/2016 08/2018
Axa Advisors, Llc New York NY 08/2018 06/2020
Equitable Advisors, Llc New York NY 08/2018 01/2023
Fidelity Investments Houston TX 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 08/2018
    Katy Isd
    Housoton, TX
  • 08/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2018 → 01/2023
    Equitable Advisors, Llc
    New York, NY
  • 01/2023 → Present
    Fidelity Investments
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
  • 2021-03-16 → 2023-02-16
    Equitable Advisors, Llc
    Houston, TX
    Houston, TX
    The Woodlands, TX
    Katy, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-12
S63 Uniform Securities Agent State Law Examination 2018-09-01
  • S65 Uniform Investment Adviser Law Examination
    2021-03-12
  • S63 Uniform Securities Agent State Law Examination
    2018-09-01
Other Names
  • Donna Marie Eggler
  • Donna Marie Ward

View on SEC IAPD

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