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Lisa Marie Stephens

Strategic Advisers LLC

Denton, 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

Denton, TX • United States

Two Destiny Way, Westlake, TX 76262-8100 • 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 Denton TX 02/2022 Present
Denton Fitness Center Denton TX 01/2021 10/2021
Unemployed Denton TX 11/2021 01/2022
Denton Independent School District Denton TX 12/2017 01/2019
Unemployed Denton TX 01/2012 11/2017
Unemployed Denton TX 02/2019 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → Present
    Fidelity Investments
    Denton, TX
  • 01/2021 → 10/2021
    Denton Fitness Center
    Denton, TX
  • 11/2021 → 01/2022
    Unemployed
    Denton, TX
  • 12/2017 → 01/2019
    Denton Independent School District
    Denton, TX
  • 01/2012 → 11/2017
    Unemployed
    Denton, TX
  • 02/2019 → 12/2020
    Unemployed
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
  • S66 Uniform Combined State Law Examination
    2022-07-01

View on SEC IAPD

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