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Carson Alan Gilstrap

Strategic Advisers LLC

Houston, 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

Houston, TX • United States

12532 Memorial Drive, Houston, TX 77024-6000 • 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
Morgan Stanley Ridgeland MS 04/2019 08/2019
University Of Mississippi Oxford MS 08/2014 12/2018
Juva Juice Oxford MS 02/2019 04/2019
Fidelity Brokerage Services, Llc Houston TX 12/2019 Present
Unemployed Brandon MO 09/2019 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 08/2019
    Morgan Stanley
    Ridgeland, MS
  • 08/2014 → 12/2018
    University Of Mississippi
    Oxford, MS
  • 02/2019 → 04/2019
    Juva Juice
    Oxford, MS
  • 12/2019 → Present
    Fidelity Brokerage Services, Llc
    Houston, TX
  • 09/2019 → 11/2019
    Unemployed
    Brandon, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-09
S63 Uniform Securities Agent State Law Examination 2020-02-04
  • S65 Uniform Investment Adviser Law Examination
    2022-02-09
  • S63 Uniform Securities Agent State Law Examination
    2020-02-04
Other Names
  • Carson Gilstrap

View on SEC IAPD

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