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Madison Sanchez

Strategic Advisers LLC

Crockett, 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

Crockett, 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
Wells Fargo Bank, Na Spring TX 09/2013 11/2021
Wells Fargo Clearing Services, Llc Spring TX 01/2019 11/2021
Fidelity Investments Coldspring TX 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 11/2021
    Wells Fargo Bank, Na
    Spring, TX
  • 01/2019 → 11/2021
    Wells Fargo Clearing Services, Llc
    Spring, TX
  • 11/2021 → Present
    Fidelity Investments
    Coldspring, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Coldspring, TX
Other Businesses

OBA-114399|OrgNmn:Bowling|Org Addr:Palestine,Texas,US|OBA Nature:I bowl on a couple of leagues |Invst Rel:N|Title:Bowler|Duties:none|StrtDt:10-01-24|TotHrs/mon:50|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-19
S63 Uniform Securities Agent State Law Examination 2019-05-10
  • S66 Uniform Combined State Law Examination
    2022-07-19
  • S63 Uniform Securities Agent State Law Examination
    2019-05-10
Other Names
  • Madison Christine Simmons
  • Madison Sanchez
  • Madison Christine Sanchez

View on SEC IAPD

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