Hassan Ivey

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	2026-05-26

TX RA
APPROVED

Since 2026-05-26

Branch Locations

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

Fort Worth, 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
Al-Amal	Fridley	MN	11/2021	09/2022
Unemployed	Fridley	MN	05/2023	02/2024
Unemployed	Fridley	MN	09/2022	04/2023
Vandergriff Hyundai	Arlington	TX	02/2024	04/2025
Anoka Ramsey Community College	Coon Rapids	MN	12/2014	02/2017
Malai Kitchen	Dallas	TX	04/2023	05/2023
Fidelity Investments	Westlake	TX	07/2025	Present
Alliance Hyundai	Fort Worth	TX	05/2025	06/2025
Friendship Connection	Shoreview	MN	02/2017	11/2021

11/2021 → 09/2022

Al-Amal

Fridley, MN
05/2023 → 02/2024

Unemployed

Fridley, MN
09/2022 → 04/2023

Unemployed

Fridley, MN
02/2024 → 04/2025

Vandergriff Hyundai

Arlington, TX
12/2014 → 02/2017

Anoka Ramsey Community College

Coon Rapids, MN
04/2023 → 05/2023

Malai Kitchen

Dallas, TX
07/2025 → Present

Fidelity Investments

Westlake, TX
05/2025 → 06/2025

Alliance Hyundai

Fort Worth, TX
02/2017 → 11/2021

Friendship Connection

Shoreview, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-05

S66 Uniform Combined State Law Examination

2026-05-05

View on SEC IAPD

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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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