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Anthony James Kim

Strategic Advisers LLC

Westlake, TX

Irving, 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 2026-05-08
  • TX RA
    APPROVED
    Since 2026-05-08

Branch Locations

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

Irving, 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
Usi Insurance Services Dallas TX 07/2025 12/2025
Unemployed Houston TX 01/2015 06/2020
Varsity Energy Houston TX 06/2020 07/2020
Fidelity Investments Westlake TX 01/2026 Present
Hooray Health Dallas TX 04/2024 07/2025
Unemployed Notre Dame IN 08/2020 04/2024
  • 07/2025 → 12/2025
    Usi Insurance Services
    Dallas, TX
  • 01/2015 → 06/2020
    Unemployed
    Houston, TX
  • 06/2020 → 07/2020
    Varsity Energy
    Houston, TX
  • 01/2026 → Present
    Fidelity Investments
    Westlake, TX
  • 04/2024 → 07/2025
    Hooray Health
    Dallas, TX
  • 08/2020 → 04/2024
    Unemployed
    Notre Dame, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-30
  • S66 Uniform Combined State Law Examination
    2026-04-30
Other Names
  • Anthony Kim
  • Tony Kim

View on SEC IAPD

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ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
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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