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Dennis Klees

Strategic Advisers LLC

Southlake, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Tdameritrade Stamford CT 08/2011 07/2022
Fidelity Investments Llc Southlake TX 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 07/2022
    Tdameritrade
    Stamford, CT
  • 08/2022 → Present
    Fidelity Investments Llc
    Southlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Southlake, TX
  • 2011-08-22 → 2021-10-07
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Omaha, NE
    Danbury, CT
    Southlake, TX
  • 2011-08-22 → 2018-06-29
    Td Ameritrade Investment Management, Llc
    Stamford, CT
  • 2008-11-11 → 2011-08-25
    Charles Schwab & Co., Inc.
    Englewood, CO
    New York City, NY
    New York City, NY
    New York City, NY
    New York City, NY
    New York City, NY
    New York, NY
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-10
S63 Uniform Securities Agent State Law Examination 1994-03-09
  • S66 Uniform Combined State Law Examination
    2008-11-10
  • S63 Uniform Securities Agent State Law Examination
    1994-03-09
Other Names
  • Dennis Kless
  • Dennis Klees
  • Dennis (None) Klees

View on SEC IAPD

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MERRY LYN BAGWELL
Brian Howard
SzeSze Fertitta
JOHN SCOTT WICKE
OWEN FRED GARTRELL
RAEANN MARIE SARSFIELD
Qlirim Dauti
HOUSTON L RICHARDS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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