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Ramy Rabi

Strategic Advisers LLC

Westlake, TX

Denton, 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 2026-03-27
  • TX RA
    APPROVED
    Since 2026-03-27

Branch Locations

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

Denton, 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
Target Minneapolis MN 10/2019 11/2021
Walgreens Plano TX 09/2019 10/2019
Andrews Distributing Allen TX 04/2022 01/2023
Norwest Vista College San Antonio TX 08/2017 10/2018
Richland College Dallas TX 01/2019 08/2023
University Of Texas At Dallas Richardson TX 08/2023 10/2025
Cotton Patch Denton TX 10/2018 01/2019
Fidelity Investments Westlake TX 10/2025 Present
Guess?. Inc Los Angeles CA 11/2017 12/2017
Unemployed Dallas TX 06/2016 11/2017
Heb San Antonio TX 01/2023 06/2024
Storagedefender Denton TX 06/2024 01/2025
  • 10/2019 → 11/2021
    Target
    Minneapolis, MN
  • 09/2019 → 10/2019
    Walgreens
    Plano, TX
  • 04/2022 → 01/2023
    Andrews Distributing
    Allen, TX
  • 08/2017 → 10/2018
    Norwest Vista College
    San Antonio, TX
  • 01/2019 → 08/2023
    Richland College
    Dallas, TX
  • 08/2023 → 10/2025
    University Of Texas At Dallas
    Richardson, TX
  • 10/2018 → 01/2019
    Cotton Patch
    Denton, TX
  • 10/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2017 → 12/2017
    Guess?. Inc
    Los Angeles, CA
  • 06/2016 → 11/2017
    Unemployed
    Dallas, TX
  • 01/2023 → 06/2024
    Heb
    San Antonio, TX
  • 06/2024 → 01/2025
    Storagedefender
    Denton, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-19
  • S66 Uniform Combined State Law Examination
    2026-03-19

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

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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