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David Eric Pool

Strategic Advisers LLC

Westlake, TX

Lantana, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Lantana, 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
Edward Jones Dallas TX 11/2019 11/2020
Lyft Austin TX 12/2018 11/2019
Uber Austin TX 01/2019 11/2019
Golden Beryl Austin TX 08/2017 08/2019
Dominos Austin TX 01/2017 02/2019
The University Of Texas At Austin Austin TX 08/2012 12/2016
Rover Carrollton TX 12/2020 07/2021
Pro Football Focus Carrollton TX 07/2021 08/2021
Varsity Tutors Carrollton TX 07/2021 08/2021
Fidelity Investments Westlake TX 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 11/2020
    Edward Jones
    Dallas, TX
  • 12/2018 → 11/2019
    Lyft
    Austin, TX
  • 01/2019 → 11/2019
    Uber
    Austin, TX
  • 08/2017 → 08/2019
    Golden Beryl
    Austin, TX
  • 01/2017 → 02/2019
    Dominos
    Austin, TX
  • 08/2012 → 12/2016
    The University Of Texas At Austin
    Austin, TX
  • 12/2020 → 07/2021
    Rover
    Carrollton, TX
  • 07/2021 → 08/2021
    Pro Football Focus
    Carrollton, TX
  • 07/2021 → 08/2021
    Varsity Tutors
    Carrollton, TX
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2020-01-08 → 2020-11-17
    Edward Jones
    Dallas, TX
    Dallas, TX
    Trophy Club, TX
    St Louis, MO
Other Businesses

OBA-62290|OrgNmn:Pro Football Focus|Org Addr:Cincinnati,Ohio,US|OBA Nature:Football analytics|Invst Rel:N|Title:Independent Contractor|Duties:Analyze player participation information for NFL and NCAA games|StrtDt:08-30-21|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-07
  • S66 Uniform Combined State Law Examination
    2020-01-07
Other Names
  • Eric Pool

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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