Sushen Sehgal

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Experimac	Dallas	TX	11/2015	09/2018
First Command Financial Planning	Fort Worth	TX	01/2019	06/2019
Self-Employed	Dallas	TX	10/2018	12/2018
First Command Financial Planning Inc	Fort Worth	TX	06/2019	05/2021
First Command Advisory Services Inc	Fort Worth	TX	06/2019	05/2021
First Command Insurance Services Inc	Fort Worth	TX	06/2019	05/2021
Fidelity Investments	Westlake	TX	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2015 → 09/2018

Experimac

Dallas, TX
01/2019 → 06/2019

First Command Financial Planning

Fort Worth, TX
10/2018 → 12/2018

Self-Employed

Dallas, TX
06/2019 → 05/2021

First Command Financial Planning Inc

Fort Worth, TX
06/2019 → 05/2021

First Command Advisory Services Inc

Fort Worth, TX
06/2019 → 05/2021

First Command Insurance Services Inc

Fort Worth, TX
06/2021 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-08-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2019-06-10 → 2021-06-08

First Command Advisory Services

Fort Worth, TX

Irving, TX

Plano, TX

Addison, TX

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-06-07

S66 Uniform Combined State Law Examination

2019-06-07

View on SEC IAPD