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Claire Plouffe

Strategic Advisers LLC

Plano, TX

Dallas, 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

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Dallas, 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
Roberts Company Austin TX 04/2021 09/2021
Jensen Family Buda TX 08/2019 04/2021
Oasis Restaurant Austin TX 05/2019 08/2019
Bayou City Fellowship Cypress TX 09/2016 12/2018
Texas State University San Marcos TX 08/2018 08/2021
Fidelity Investments Westlake TX 09/2021 Present
Unemployed Cypress TX 01/2011 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 09/2021
    Roberts Company
    Austin, TX
  • 08/2019 → 04/2021
    Jensen Family
    Buda, TX
  • 05/2019 → 08/2019
    Oasis Restaurant
    Austin, TX
  • 09/2016 → 12/2018
    Bayou City Fellowship
    Cypress, TX
  • 08/2018 → 08/2021
    Texas State University
    San Marcos, TX
  • 09/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2011 → 09/2016
    Unemployed
    Cypress, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-29
S63 Uniform Securities Agent State Law Examination 2022-05-24
  • S66 Uniform Combined State Law Examination
    2022-09-29
  • S63 Uniform Securities Agent State Law Examination
    2022-05-24
Other Names
  • Claire Elise Spring
  • Claire Spring

View on SEC IAPD

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Other Offices

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