Kaiz Gidani

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-07

TX RA
APPROVED

Since 2026-04-07

Branch Locations

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

Euless, 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

Organization	City	State	From	To
Jubilee Wireless	Euless	TX	10/2018	11/2021
Fh Wireless	Dallas	TX	06/2017	07/2018
Self Employed	Euless	TX	08/2023	12/2023
Unemployed	Euless	TX	05/2023	08/2023
Fidelity Investments	Westlake	TX	02/2025	Present
Molidina Wireless	Dallas	TX	07/2018	10/2018
Mzp Wireless	Lewisville	TX	01/2024	02/2025
College Student	Arlington	TX	08/2017	05/2023
Unemployed	Euless	TX	06/2016	06/2017
Self Employed	Euless	TX	06/2021	06/2022
Walmart	Cedar Park	TX	06/2022	08/2022

10/2018 → 11/2021

Jubilee Wireless

Euless, TX
06/2017 → 07/2018

Fh Wireless

Dallas, TX
08/2023 → 12/2023

Self Employed

Euless, TX
05/2023 → 08/2023

Unemployed

Euless, TX
02/2025 → Present

Fidelity Investments

Westlake, TX
07/2018 → 10/2018

Molidina Wireless

Dallas, TX
01/2024 → 02/2025

Mzp Wireless

Lewisville, TX
08/2017 → 05/2023

College Student

Arlington, TX
06/2016 → 06/2017

Unemployed

Euless, TX
06/2021 → 06/2022

Self Employed

Euless, TX
06/2022 → 08/2022

Walmart

Cedar Park, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-03
S63	Uniform Securities Agent State Law Examination	2025-05-22

S66 Uniform Combined State Law Examination

2026-04-03
S63 Uniform Securities Agent State Law Examination

2025-05-22

View on SEC IAPD

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SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

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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