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Roberto Torres

Strategic Advisers LLC

Fort Worth, TX

Westlake, 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

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Brokerage Services, Llc Westlake TX 10/2019 Present
Jp & Associates Realtors Fort Worth TX 02/2019 10/2019
Stork Vision Dallas Dallas TX 11/2017 10/2019
Frost Bank Arlington TX 06/2015 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 02/2019 → 10/2019
    Jp & Associates Realtors
    Fort Worth, TX
  • 11/2017 → 10/2019
    Stork Vision Dallas
    Dallas, TX
  • 06/2015 → 11/2017
    Frost Bank
    Arlington, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Fort Worth, TX
  • 2021-04-07 → 2022-06-14
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-130305|OrgNmn:ark Glen Elementary PTA WATCH D.O.G.S. (Dads Of Great|Org Addr:Fort Worth,Texas,US|OBA Nature:School PTA Volunteer Program|Invst Rel:N|Title:President of Park Glen Elementary|Duties:Help the school with setting up for events. From the website: The Dads of Great Students WATCH D.O.G.S.® program is one of the nation’s large|StrtDt:08-03-26|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-12
S63 Uniform Securities Agent State Law Examination 2020-01-17
  • S66 Uniform Combined State Law Examination
    2024-10-12
  • S63 Uniform Securities Agent State Law Examination
    2020-01-17

View on SEC IAPD

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