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Veronica L. Boxley

Strategic Advisers LLC

Fort Worth, Tx, TX

Westlake, 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

Fort Worth, Tx, 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
Td Ameritrade Fort Worth TX 06/2014 01/2021
Fidelity Investments Westlake TX 07/2021 Present
Unemployed Fort Worth TX 02/2021 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 01/2021
    Td Ameritrade
    Fort Worth, TX
  • 07/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 02/2021 → 06/2021
    Unemployed
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2017-01-04 → 2021-01-11
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
  • 2017-01-04 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Ft Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-02
S63 Uniform Securities Agent State Law Examination 2014-09-05
  • S66 Uniform Combined State Law Examination
    2017-01-02
  • S63 Uniform Securities Agent State Law Examination
    2014-09-05
Other Names
  • Veronica Boxley

View on SEC IAPD

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