Pierre Tran

Strategic Advisers LLC

North Richland Hills, TX

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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	2025-12-23

TX RA
APPROVED

Since 2025-12-23

Branch Locations

North Richland Hills, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Portland Kicks Llc	Portland	OR	01/2020	08/2025
Massmutual	Lake Oswego	OR	07/2024	10/2024
The Hive	Ho Chi Minh City		06/2024	08/2024
Sherwood Middle School	Sherwood	OR	09/2014	09/2017
University Of Oregon	Eugene	OR	09/2021	08/2024
Sherwood High School	Sherwood	OR	09/2017	06/2021
Fidelity Investments	Westlake	TX	08/2025	Present

01/2020 → 08/2025

Portland Kicks Llc

Portland, OR
07/2024 → 10/2024

Massmutual

Lake Oswego, OR
06/2024 → 08/2024

The Hive

Ho Chi Minh City
09/2014 → 09/2017

Sherwood Middle School

Sherwood, OR
09/2021 → 08/2024

University Of Oregon

Eugene, OR
09/2017 → 06/2021

Sherwood High School

Sherwood, OR
08/2025 → Present

Fidelity Investments

Westlake, TX

Other Businesses

OBA-122464|OrgNmn:PT distribution LLC|Org Addr:Sherwood,Oregon,US|OBA Nature:Reselling business catered aro|Invst Rel:N|Title:Owner|Duties:None|StrtDt:01-01-20|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-19

S66 Uniform Combined State Law Examination

2025-12-19

View on SEC IAPD

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