Haley Hill Clavenna

Strategic Advisers LLC

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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

Magnolia, TX • United States

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • 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
Jpmorgan Securities Llc	Houston	TX	02/2015	11/2017
Jpmorgan Chase Bank	Houston	TX	02/2015	11/2017
Axa Advisors, Llc	New York	NY	11/2017	11/2018
Unemployed	Houston	TX	12/2018	05/2019
Fidelity Brokerage Services Llc	Friendswood	TX	06/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2015 → 11/2017

Jpmorgan Securities Llc

Houston, TX
02/2015 → 11/2017

Jpmorgan Chase Bank

Houston, TX
11/2017 → 11/2018

Axa Advisors, Llc

New York, NY
12/2018 → 05/2019

Unemployed

Houston, TX
06/2019 → Present

Fidelity Brokerage Services Llc

Friendswood, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-03-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Katy, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-12
S63	Uniform Securities Agent State Law Examination	2013-07-19

S66 Uniform Combined State Law Examination

2021-02-12
S63 Uniform Securities Agent State Law Examination

2013-07-19

Other Names

Haley Hill Loftus
Haley H Loftus

View on SEC IAPD

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