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Reilly Townsend

Strategic Advisers LLC

Westlake, TX

Fort Worth, 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

Fort Worth, 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
University Of Arkansas Fayetteville AR 02/2016 12/2016
Raising Cane's Chicken Fingers Fayetteville AR 08/2016 03/2017
Shadow Valley Country Club Rogers AR 05/2017 06/2017
University Of Arkansas Fayetteville AR 07/2017 04/2018
University Of Arkansas Fayetteville AR 05/2018 12/2019
Interwest Moving And Storage Idaho Falls ID 03/2020 03/2021
Globe Life - Liberty National Division Dallas TX 05/2021 05/2022
Zoom Roses Irving TX 08/2020 07/2022
Fidelity Investments Westlake TX 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 12/2016
    University Of Arkansas
    Fayetteville, AR
  • 08/2016 → 03/2017
    Raising Cane's Chicken Fingers
    Fayetteville, AR
  • 05/2017 → 06/2017
    Shadow Valley Country Club
    Rogers, AR
  • 07/2017 → 04/2018
    University Of Arkansas
    Fayetteville, AR
  • 05/2018 → 12/2019
    University Of Arkansas
    Fayetteville, AR
  • 03/2020 → 03/2021
    Interwest Moving And Storage
    Idaho Falls, ID
  • 05/2021 → 05/2022
    Globe Life - Liberty National Division
    Dallas, TX
  • 08/2020 → 07/2022
    Zoom Roses
    Irving, TX
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2023-03-31

View on SEC IAPD

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JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
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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