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Brandy Suchecki

Strategic Advisers LLC

Spring, TX

Katy, 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

Spring, TX • United States

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • 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
Ubs Financial Services Inc The Woodlands TX 05/2014 02/2021
Fidelity Investments The Woodlands TX 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 02/2021
    Ubs Financial Services Inc
    The Woodlands, TX
  • 03/2021 → Present
    Fidelity Investments
    The Woodlands, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
  • 2015-09-08 → 2021-03-29
    Ubs Financial Services Inc.
    The Woodlands, TX
Other Businesses

OBA-18707|OrgNmn:Integrated Benefits Solutions, Inc.|Org Addr:The Woodla,Texas,US|OBA Nature:insurance agency for group lif|Invst Rel:N|Title:bookkeeper|Duties:bookkeeping, pay bills|StrtDt:06-02-03|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-04
  • S66 Uniform Combined State Law Examination
    2015-09-04
Other Names
  • Brandy Deanne Pruetz
  • Brandy Deanne Suchecki
  • Brandy Suchecki

View on SEC IAPD

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