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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14

Branch Locations

Sugar Land, 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
Edward Jones St. Louis MO 06/2025 09/2025
The Wealth Builders Group Irving TX 07/2020 05/2025
Flowserve Irving TX 05/2019 08/2019
University Of Texas At Austin Austin TX 08/2016 06/2020
Fidelity Investments Austin TX 10/2025 Present
  • 06/2025 → 09/2025
    St. Louis, MO
  • 07/2020 → 05/2025
    The Wealth Builders Group
    Irving, TX
  • 05/2019 → 08/2019
    Flowserve
    Irving, TX
  • 08/2016 → 06/2020
    University Of Texas At Austin
    Austin, TX
  • 10/2025 → Present
    Fidelity Investments
    Austin, TX
Previous Registrations
  • 2025-08-07 → 2025-09-18
    Sugar Land, TX
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-06
  • S66 Uniform Combined State Law Examination
    2025-08-06
Other Names
  • Mahib Shroff

View on SEC IAPD

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