Margaret S. Hale

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Dallas, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Dallas	TX	09/2000	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2000 → Present

Fidelity Brokerage Services Llc

Dallas, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Dallas, TX

Dallas, TX
2011-06-27 → 2018-07-13

Strategic Advisers Llc

Dallas, TX

Westlake, TX

Dallas, TX

Other Businesses

OBA-13308|OrgNmn:Minka LLC|Org Addr:Richardson,Texas,US|OBA Nature:Rental property|Invst Rel:Y|Title:Member|Duties:assist in selection of property and funding property.|StrtDt:08-23-19|TotHrs/mon:4|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-06-28
S63	Uniform Securities Agent State Law Examination	1994-10-12

S66 Uniform Combined State Law Examination

2011-06-28
S63 Uniform Securities Agent State Law Examination

1994-10-12

Other Names

Sandy Hale
Margaret Sandfria Hale

View on SEC IAPD

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor