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Michael A. Lohr

Strategic Advisers LLC

Garland, 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

Garland, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Chuy's Tex-Mex Dallas TX 11/2021 01/2022
Chuy's Tex-Mex Lubbock TX 05/2020 08/2021
Full-Time Education Lubbock TX 08/2019 05/2020
Rodeo Goat Ice House Rockwall TX 05/2019 08/2019
Full Time Student Lubbock TX 08/2018 05/2019
Rodeo Goat Ice House Rockwall TX 06/2017 08/2018
Mi Cocina Rockwall TX 05/2017 06/2017
Full Time Student Lubbock TX 08/2016 05/2017
Fidelity Investments Westlake TX 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 01/2022
    Chuy's Tex-Mex
    Dallas, TX
  • 05/2020 → 08/2021
    Chuy's Tex-Mex
    Lubbock, TX
  • 08/2019 → 05/2020
    Full-Time Education
    Lubbock, TX
  • 05/2019 → 08/2019
    Rodeo Goat Ice House
    Rockwall, TX
  • 08/2018 → 05/2019
    Full Time Student
    Lubbock, TX
  • 06/2017 → 08/2018
    Rodeo Goat Ice House
    Rockwall, TX
  • 05/2017 → 06/2017
    Mi Cocina
    Rockwall, TX
  • 08/2016 → 05/2017
    Full Time Student
    Lubbock, TX
  • 01/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-06
S63 Uniform Securities Agent State Law Examination 2022-07-15
  • S66 Uniform Combined State Law Examination
    2023-04-06
  • S63 Uniform Securities Agent State Law Examination
    2022-07-15
Other Names
  • Michael Alexander Lohr
  • Michael Lohr

View on SEC IAPD

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