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John Michael Haines

Strategic Advisers LLC

Cypress, 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

Cypress, 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
Comerica Bank Sugar Land TX 12/2013 02/2017
Comerica Securities, Inc. Sugarland TX 05/2014 02/2017
Valic Financial Advisors Houston TX 02/2017 06/2022
Fidelity Investments Westlake TX 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → 02/2017
    Comerica Bank
    Sugar Land, TX
  • 05/2014 → 02/2017
    Comerica Securities, Inc.
    Sugarland, TX
  • 02/2017 → 06/2022
    Valic Financial Advisors
    Houston, TX
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2020-06-20 → 2022-06-22
    Valic Financial Advisors, Inc.
    Houston, TX
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-19
S63 Uniform Securities Agent State Law Examination 2013-01-19
  • S65 Uniform Investment Adviser Law Examination
    2020-06-19
  • S63 Uniform Securities Agent State Law Examination
    2013-01-19
Other Names
  • John Michael Haines
  • John Haines

View on SEC IAPD

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