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Madalyn Loraine Johnston

Strategic Advisers LLC

Westlake, TX

Grapevine, TX

CRD 7065624

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

One Destiny Way, Westlake, TX 76262-8103 • United States

Grapevine, TX • 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
Fidelity Brokerage Services, Llc Westlake TX 01/2019 Present
Salmon Sims Thomas & Associates, Pllc Dallas TX 12/2017 12/2018
Ettl Engineers & Consultants Arlington TX 09/2015 12/2017
Liberty University Lynchburg VA 04/2015 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 12/2017 → 12/2018
    Salmon Sims Thomas & Associates, Pllc
    Dallas, TX
  • 09/2015 → 12/2017
    Ettl Engineers & Consultants
    Arlington, TX
  • 04/2015 → 07/2018
    Liberty University
    Lynchburg, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-21
S63 Uniform Securities Agent State Law Examination 2019-04-12
  • S66 Uniform Combined State Law Examination
    2020-08-21
  • S63 Uniform Securities Agent State Law Examination
    2019-04-12
Other Names
  • Madalyn Loraine Johnston
  • Madalyn Johnston

View on SEC IAPD

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