Best Investors Account Sign in

Elizabeth Espitia

Strategic Advisers LLC

Austin, TX

Austin, 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

Austin, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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
Putt-Putt Fun Center Fort Worth TX 03/2015 01/2017
Quiktrip Fort Worth TX 01/2017 03/2018
2345 Meacham Llc Fort Worth TX 12/2016 01/2017
Alley Cats Fort Worth TX 03/2018 05/2019
Fidelity Brokerage Services Llc Westlake TX 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 01/2017
    Putt-Putt Fun Center
    Fort Worth, TX
  • 01/2017 → 03/2018
    Quiktrip
    Fort Worth, TX
  • 12/2016 → 01/2017
    2345 Meacham Llc
    Fort Worth, TX
  • 03/2018 → 05/2019
    Alley Cats
    Fort Worth, TX
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-12
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2020-10-12
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor