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Jose Aguiar

Strategic Advisers LLC

Plano, 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

Plano, 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
Fidelity Investments Westlake TX 10/2021 Present
Unemployed Lewisville TX 05/2021 10/2021
Auto Rescue Solutions Carrollton TX 08/2019 05/2021
University Of Texas At Dallas Richardson TX 01/2017 12/2019
F.M. Wireless Lewisville TX 11/2013 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2021 → 10/2021
    Unemployed
    Lewisville, TX
  • 08/2019 → 05/2021
    Auto Rescue Solutions
    Carrollton, TX
  • 01/2017 → 12/2019
    University Of Texas At Dallas
    Richardson, TX
  • 11/2013 → 08/2019
    F.M. Wireless
    Lewisville, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-22
S63 Uniform Securities Agent State Law Examination 2022-02-18
  • S66 Uniform Combined State Law Examination
    2023-03-22
  • S63 Uniform Securities Agent State Law Examination
    2022-02-18
Other Names
  • Jose Luis Aguiar
  • Jose L Aguiar

View on SEC IAPD

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