Victoria Palmer

Strategic Advisers LLC

Friendswood, TX

Friendswood, TX

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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

Friendswood, TX • United States

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • 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
Fidelity Brokerage Services Llc	Houston	TX	11/2015	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2015 → Present

Fidelity Brokerage Services Llc

Houston, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Houston, TX

Friendswood, TX
2017-03-10 → 2018-07-13

Strategic Advisers Llc

Houston, TX

Friendswood, TX

Other Businesses

OBA-117820|OrgNmn:Eado Escapes|Org Addr:Houston,Texas,US|OBA Nature:Home Rental|Invst Rel:Y|Title:Member|Duties:Upkeep of home|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-02
S63	Uniform Securities Agent State Law Examination	2014-08-27

S65 Uniform Investment Adviser Law Examination

2016-05-02
S63 Uniform Securities Agent State Law Examination

2014-08-27

Other Names

Victoria B Leavitt
Victoria Brianne Leavitt
Victoria Brianne Palmer

View on SEC IAPD

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