Courtney Cox

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Fidelity Investments
  Sugar Land, TX
• 07/2021 → 02/2022
  Unemployed
  San Diego, CA
• 03/2020 → 07/2021
  Full Time Student
  San Diego, CA
• 06/2018 → 03/2020
  Cheddar's Scratch Kitchen/ Season's 52
  Denton, TX
• 08/2017 → 12/2019
  University Of North Texas
  Denton, TX
• 08/2017 → 08/2018
  University Of North Texas
  Denton, TX
• 06/2016 → 08/2017
  Woodforest National Bank
  Richmond, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sugar Land, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  2022-08-08

Other Names

• Courtney Cox
• Courtney Yvette Cox