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Shawn Bozile

Strategic Advisers LLC

Haslet, 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

Haslet, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Keller TX 12/2018 03/2022
Bank Of America, N.A. Arlington TX 04/2017 12/2018
Jb Hunt Transportation Haslet TX 11/2014 04/2017
Fidelity Investments Westlake TX 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 03/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Keller, TX
  • 04/2017 → 12/2018
    Bank Of America, N.A.
    Arlington, TX
  • 11/2014 → 04/2017
    Jb Hunt Transportation
    Haslet, TX
  • 03/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-27
  • S66 Uniform Combined State Law Examination
    2018-09-27
Other Names
  • Shawn Bozile
  • Shawn David Bozile

View on SEC IAPD

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