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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

Farmers Branch, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Edward Jones St. Louis MO 03/2013 Present
Stewar Realty Group Rockwall TX 09/2021 04/2023
Unemployed Dallas TX 01/2015 09/2021
Mark Spain Real Est Dallas TX 04/2023 12/2023
Fidelity Investments Westlake TX 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2013 → Present
    St. Louis, MO
  • 09/2021 → 04/2023
    Stewar Realty Group
    Rockwall, TX
  • 01/2015 → 09/2021
    Unemployed
    Dallas, TX
  • 04/2023 → 12/2023
    Mark Spain Real Est
    Dallas, TX
  • 01/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2013-06-18 → 2015-01-06
    St Louis, MO
    Richmond Hill, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-23
  • S66 Uniform Combined State Law Examination
    2024-04-23
Other Names
  • Michael P Bruno
  • Michael Bruno

View on SEC IAPD

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