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Stefani Lowe

Strategic Advisers LLC

Round Rock, TX

Austin, 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

Round Rock, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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
Equitable Advisors, Llc New York NY 10/2023 03/2024
Uchi Austin TX 10/2020 10/2023
Leaderone Financial Overland Park KS 08/2020 07/2021
Cleveland University Overland Park KS 06/2020 08/2020
Bob Wasabi Kitchen Kansas City MO 08/2019 06/2020
Northwestern Mutual Kansas City MO 12/2018 02/2019
University Of Missouri - Kansas City Kansas City MO 03/2018 12/2018
University Of Missouri - Kansas City Kansas City MO 01/2017 05/2019
The Container Store Overland Park KS 06/2017 12/2019
Panera Kansas City MO 05/2015 05/2017
Fidelity Investments Austin TX 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → 03/2024
    Equitable Advisors, Llc
    New York, NY
  • 10/2020 → 10/2023
    Uchi
    Austin, TX
  • 08/2020 → 07/2021
    Leaderone Financial
    Overland Park, KS
  • 06/2020 → 08/2020
    Cleveland University
    Overland Park, KS
  • 08/2019 → 06/2020
    Bob Wasabi Kitchen
    Kansas City, MO
  • 12/2018 → 02/2019
    Northwestern Mutual
    Kansas City, MO
  • 03/2018 → 12/2018
    University Of Missouri - Kansas City
    Kansas City, MO
  • 01/2017 → 05/2019
    University Of Missouri - Kansas City
    Kansas City, MO
  • 06/2017 → 12/2019
    The Container Store
    Overland Park, KS
  • 05/2015 → 05/2017
    Panera
    Kansas City, MO
  • 04/2024 → Present
    Fidelity Investments
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Round Rock, TX
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-06
S63 Uniform Securities Agent State Law Examination 2023-12-20
  • S66 Uniform Combined State Law Examination
    2024-08-06
  • S63 Uniform Securities Agent State Law Examination
    2023-12-20

View on SEC IAPD

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