Haley Rose Goodman

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 05/2021
  Allen High School
  Allen, TX
• 12/2021 → 08/2024
  Doordash
  Mansfield, TX
• 08/2024 → Present
  Fidelity Investments
  Westlake, TX
• 05/2021 → 08/2022
  Indio Management
  Dallas, TX
• 11/2019 → 08/2021
  Life Time Fitness
  Allen, TX
• 01/2023 → 04/2023
  Charles Schwab
  Chicago, IL
• 08/2022 → 12/2022
  Lake Forest College
  Lake Forest, IL
• 05/2015 → 05/2017
  Ford Middle School
  Allen, TX
• 08/2021 → 05/2024
  Self Employed
  Lake Forest, IL
• 05/2023 → 08/2023
  Paccar Financial Corp.
  Lewisville, TX
• 05/2022 → 08/2024
  Wag!
  Mansifeld, TX
• 07/2019 → 10/2019
  Buffalo Wild Wings
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-10-28
• S63 Uniform Securities Agent State Law Examination
  2024-11-15

Other Names

• Haley R Goodman
• Haley Goodman