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Adrian Trent Dawson

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

CRD 8215804

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-13
  • TX RA
    APPROVED
    Since 2026-05-13

Branch Locations

Fort Worth, 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
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 01/2026 Present
Unemployed Fort Worth TX 03/2025 12/2025
Southside Bank Fort Worth TX 11/2008 03/2025
  • 01/2026 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → 12/2025
    Unemployed
    Fort Worth, TX
  • 11/2008 → 03/2025
    Southside Bank
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-07
  • S66 Uniform Combined State Law Examination
    2026-05-07
Other Names
  • Adrian Dawson
  • Adrian Trent Dawson

View on SEC IAPD

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