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Grant Scoggins

Strategic Advisers LLC

Westlake, TX

Rhome, 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

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

Rhome, TX • 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 05/2022 Present
Apptricity Corporation Irving TX 07/2019 03/2020
Datadog Boston MA 02/2019 07/2019
Appdynamics / Cisco San Francisco CA 12/2015 11/2018
Unemployed Grapevine TX 03/2020 04/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2019 → 03/2020
    Apptricity Corporation
    Irving, TX
  • 02/2019 → 07/2019
    Datadog
    Boston, MA
  • 12/2015 → 11/2018
    Appdynamics / Cisco
    San Francisco, CA
  • 03/2020 → 04/2022
    Unemployed
    Grapevine, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-17
S63 Uniform Securities Agent State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2023-04-17
  • S63 Uniform Securities Agent State Law Examination
    2022-09-02
Other Names
  • Grant Alexander Scoggins
  • Grant Scoggins

View on SEC IAPD

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EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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