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Isaac Zadkiel Robles

Strategic Advisers LLC

Katy, 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

Katy, 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 Houston TX 12/2013 07/2022
Wells Fargo Clearing Services, Llc Houston TX 03/2019 07/2022
Big Bux Bingo Houston TX 05/2017 02/2018
Uber Houston TX 01/2018 09/2018
Lyft Houston TX 06/2018 09/2018
Lone Star College System Houston TX 08/2010 Present
Fidelity Investments Westlake TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → 07/2022
    Wells Fargo Bank, Na
    Houston, TX
  • 03/2019 → 07/2022
    Wells Fargo Clearing Services, Llc
    Houston, TX
  • 05/2017 → 02/2018
    Big Bux Bingo
    Houston, TX
  • 01/2018 → 09/2018
    Uber
    Houston, TX
  • 06/2018 → 09/2018
    Lyft
    Houston, TX
  • 08/2010 → Present
    Lone Star College System
    Houston, TX
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2019-09-02 → 2022-07-27
    Wells Fargo Clearing Services, Llc
    Houston, TX
    Houston, TX
    Houston, TX
    Cypress, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-01
S63 Uniform Securities Agent State Law Examination 2019-07-09
  • S65 Uniform Investment Adviser Law Examination
    2019-09-01
  • S63 Uniform Securities Agent State Law Examination
    2019-07-09
Other Names
  • Isaac Robles
  • Isaac Roblesgarza
  • Isaac Robles Garza

View on SEC IAPD

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