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Gilbert De Cardenas

Strategic Advisers LLC

Westlake, 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 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

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

Westlake, 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
Unemployed Westlake TX 05/2025 09/2025
Fidelity Investments Westlake TX 09/2025 Present
Catalina Paints La Crescenta CA 01/2020 08/2020
St. Francis High School La Canada Flintridge CA 08/2016 05/2020
Fisher Investments Plano TX 06/2023 08/2023
University Of Oklahoma Norman OK 08/2020 05/2024
Unemployed Westlake TX 05/2024 08/2024
Tilly'S Pasadena CA 09/2019 01/2020
Cacique Llc Monrovia CA 05/2021 07/2021
Fisher Investments Plano TX 08/2024 05/2025
  • 05/2025 → 09/2025
    Unemployed
    Westlake, TX
  • 09/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2020 → 08/2020
    Catalina Paints
    La Crescenta, CA
  • 08/2016 → 05/2020
    St. Francis High School
    La Canada Flintridge, CA
  • 06/2023 → 08/2023
    Fisher Investments
    Plano, TX
  • 08/2020 → 05/2024
    University Of Oklahoma
    Norman, OK
  • 05/2024 → 08/2024
    Unemployed
    Westlake, TX
  • 09/2019 → 01/2020
    Tilly'S
    Pasadena, CA
  • 05/2021 → 07/2021
    Cacique Llc
    Monrovia, CA
  • 08/2024 → 05/2025
    Fisher Investments
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-14
S65 Uniform Investment Adviser Law Examination 2024-12-18
  • S63 Uniform Securities Agent State Law Examination
    2025-11-14
  • S65 Uniform Investment Adviser Law Examination
    2024-12-18

View on SEC IAPD

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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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