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Layla Sindi Adams

Strategic Advisers LLC

Southlake, TX

Grapevine, 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

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Charles Schwab & Co., Inc. Westlake TX 10/2019 11/2020
Veritude, Llc Westlake TX 07/2019 10/2019
Fort Worth Community Credit Union Arlington TX 05/2016 07/2019
True North Advisors Dallas TX 11/2020 10/2021
Citigroup Global Markets Inc. Las Colinas TX 10/2021 04/2023
Fidelity Investments Irving TX 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 11/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 07/2019 → 10/2019
    Veritude, Llc
    Westlake, TX
  • 05/2016 → 07/2019
    Fort Worth Community Credit Union
    Arlington, TX
  • 11/2020 → 10/2021
    True North Advisors
    Dallas, TX
  • 10/2021 → 04/2023
    Citigroup Global Markets Inc.
    Las Colinas, TX
  • 05/2023 → Present
    Fidelity Investments
    Irving, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irving, TX
  • 2022-03-11 → 2023-05-01
    Citigroup Global Markets Inc.
    Irving, TX
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-11
S63 Uniform Securities Agent State Law Examination 2020-01-29
  • S66 Uniform Combined State Law Examination
    2022-03-11
  • S63 Uniform Securities Agent State Law Examination
    2020-01-29
Other Names
  • Buhar Sindi
  • Layla Sindi Adams
  • Layla Adams

View on SEC IAPD

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PROPHET EQUITY MANAGEMENT LLC
PROPHET EQUITY MANAGEMENT II LLC
TABERNACLE EQUITY MANAGEMENT LLC

Other Investors

MERRY LYN BAGWELL
Brian Howard
SzeSze Fertitta
JOHN SCOTT WICKE
OWEN FRED GARTRELL
RAEANN MARIE SARSFIELD
Qlirim Dauti
HOUSTON L RICHARDS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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