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Gavin Raath

Strategic Advisers LLC

Montgomery, 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

Montgomery, 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
Jp Morgan Securities Llc Oklahoma City OK 06/2014 02/2022
Jp Morgan Chase Bank Oklahoma City OK 06/2014 02/2022
Fidelity Investments Westlake TX 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 02/2022
    Jp Morgan Securities Llc
    Oklahoma City, OK
  • 06/2014 → 02/2022
    Jp Morgan Chase Bank
    Oklahoma City, OK
  • 02/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Montgomery, TX
  • 2014-07-23 → 2022-02-06
    J.P. Morgan Securities Llc
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Edmond, OK
    Spring, TX
    Norman, OK
  • 2010-03-19 → 2013-02-08
    Equitable Advisors, Llc
    Davison, MI
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-28
  • S66 Uniform Combined State Law Examination
    2009-07-28
Other Names
  • Gavin C Raath
  • Gavin Raath
  • Gavin C. Raath
  • Gavin Charles Raath

View on SEC IAPD

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