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Hal Rutledge

Strategic Advisers LLC

Westlake, TX

Fort Worth, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, 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
Jpmorgan Chase Bank, N.A. Southlake TX 08/2019 03/2021
J.P. Morgan Securities, Llc. Southlake TX 08/2019 03/2021
Sagepoint Financial Bedford TX 05/2013 07/2019
Sagepoint Financial, Inc Bedford TX 01/2013 07/2019
Rutledge Equity Corp Grapevine TX 08/2012 08/2019
Fidelity Investments Westlake TX 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 03/2021
    Jpmorgan Chase Bank, N.A.
    Southlake, TX
  • 08/2019 → 03/2021
    J.P. Morgan Securities, Llc.
    Southlake, TX
  • 05/2013 → 07/2019
    Sagepoint Financial
    Bedford, TX
  • 01/2013 → 07/2019
    Sagepoint Financial, Inc
    Bedford, TX
  • 08/2012 → 08/2019
    Rutledge Equity Corp
    Grapevine, TX
  • 03/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2019-09-03 → 2021-03-29
    J.P. Morgan Securities Llc
    Southlake, TX
  • 2015-07-28 → 2019-08-09
    Osaic Services, Inc.
    Colleyville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-01
  • S66 Uniform Combined State Law Examination
    2013-09-01
Other Names
  • Hal Everett Rutledge

View on SEC IAPD

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SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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