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Toby Rockett

Strategic Advisers LLC

Westlake, TX

Mesquite, 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 2025-10-17
  • TX RA
    APPROVED
    Since 2025-10-17

Branch Locations

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

Mesquite, 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
Hidden Creek Events Heath TX 06/2018 08/2019
Uber Denton TX 01/2017 01/2018
Us Army Reserves Grand Prairie TX 09/2018 05/2025
Sewell Automotive Companies Dallas TX 06/2018 05/2025
Fidelity Investments Westlake TX 05/2025 Present
Unemployed Denton TX 01/2018 06/2018
Unemployed Denton TX 08/2016 01/2017
  • 06/2018 → 08/2019
    Hidden Creek Events
    Heath, TX
  • 01/2017 → 01/2018
    Uber
    Denton, TX
  • 09/2018 → 05/2025
    Us Army Reserves
    Grand Prairie, TX
  • 06/2018 → 05/2025
    Sewell Automotive Companies
    Dallas, TX
  • 05/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2018 → 06/2018
    Unemployed
    Denton, TX
  • 08/2016 → 01/2017
    Unemployed
    Denton, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10

View on SEC IAPD

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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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