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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • LA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Dallas, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Dallas TX 10/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2007 → Present
    Fidelity Investments
    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
  • 2008-02-27 → 2018-07-13
    Richardson, TX
    Dallas, TX
    Southlake, TX
    Westlake, TX
  • 2006-05-04 → 2007-08-31
    Richardson, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-01
S63 Uniform Securities Agent State Law Examination 1995-07-05
  • S66 Uniform Combined State Law Examination
    2006-05-01
  • S63 Uniform Securities Agent State Law Examination
    1995-07-05
Other Names
  • Miguel None Salazar
  • Miguel Salazar

View on SEC IAPD

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