Best Investors Account Sign in

Reagan Lyons

Strategic Advisers LLC

Houston, TX

Jersey Village, TX

Southlake, TX

Claim This Profile
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

12532 Memorial Drive, Houston, TX 77024-6000 • United States

Jersey Village, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Sam Houston State University Huntsville TX 08/2013 05/2017
Ymca Houston TX 02/2011 08/2018
Veritude Houston TX 08/2018 02/2019
Fidelity Brokerage Services Houston TX 02/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    Sam Houston State University
    Huntsville, TX
  • 02/2011 → 08/2018
    Ymca
    Houston, TX
  • 08/2018 → 02/2019
    Veritude
    Houston, TX
  • 02/2019 → Present
    Fidelity Brokerage Services
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-01
S63 Uniform Securities Agent State Law Examination 2019-07-24
  • S65 Uniform Investment Adviser Law Examination
    2021-09-01
  • S63 Uniform Securities Agent State Law Examination
    2019-07-24
Other Names
  • Reagan Marie Lyons
  • Reagan Lyons

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor