Best Investors Account Sign in

Haley Rose Goodman

Strategic Advisers LLC

Westlake, TX

Grapevine, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • 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
Allen High School Allen TX 05/2017 05/2021
Doordash Mansfield TX 12/2021 08/2024
Fidelity Investments Westlake TX 08/2024 Present
Indio Management Dallas TX 05/2021 08/2022
Life Time Fitness Allen TX 11/2019 08/2021
Charles Schwab Chicago IL 01/2023 04/2023
Lake Forest College Lake Forest IL 08/2022 12/2022
Ford Middle School Allen TX 05/2015 05/2017
Self Employed Lake Forest IL 08/2021 05/2024
Paccar Financial Corp. Lewisville TX 05/2023 08/2023
Wag! Mansifeld TX 05/2022 08/2024
Buffalo Wild Wings Plano TX 07/2019 10/2019
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
S63 Uniform Securities Agent State Law Examination 2024-11-15
  • 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

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor