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Sophia Eggleton

Strategic Advisers LLC

Westlake, TX

Merrimack, NH

Concord, NH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-08-12
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Two Contra Way, Merrimack, NH 03054-4334 • United States

Concord, NH • 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
Foster Financial Group Dallas TX 06/2022 08/2022
Ryder Cup Omni Pga Frisco TX 04/2023 06/2023
Prestonwood Country Club Dallas TX 09/2021 04/2022
Soma Partners Dallas TX 06/2021 08/2021
Canyon Creek Country Club Richardson TX 09/2019 04/2021
The Nest Cafe Frisco TX 12/2018 01/2019
Fidelity Investments Westlake TX 07/2023 Present
N/A N/A TX 12/2022 04/2023
Plano West High School Plano TX 08/2016 06/2018
University Of Texas At San Antonio San Antonio TX 08/2018 05/2019
University Of Texas At Dallas Richardson TX 08/2019 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 08/2022
    Foster Financial Group
    Dallas, TX
  • 04/2023 → 06/2023
    Ryder Cup Omni Pga
    Frisco, TX
  • 09/2021 → 04/2022
    Prestonwood Country Club
    Dallas, TX
  • 06/2021 → 08/2021
    Soma Partners
    Dallas, TX
  • 09/2019 → 04/2021
    Canyon Creek Country Club
    Richardson, TX
  • 12/2018 → 01/2019
    The Nest Cafe
    Frisco, TX
  • 07/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2022 → 04/2023
    N/A
    N/A, TX
  • 08/2016 → 06/2018
    Plano West High School
    Plano, TX
  • 08/2018 → 05/2019
    University Of Texas At San Antonio
    San Antonio, TX
  • 08/2019 → 12/2022
    University Of Texas At Dallas
    Richardson, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plano, TX
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-04
S63 Uniform Securities Agent State Law Examination 2024-01-20
  • S66 Uniform Combined State Law Examination
    2025-02-04
  • S63 Uniform Securities Agent State Law Examination
    2024-01-20

View on SEC IAPD

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