Samuel Wyatt Hales

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Irving, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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

Organization	City	State	From	To
Gilman School	Baltimore	MD	06/2015	08/2018
Clarity Centers	Baltimore	MD	06/2019	08/2019
Liberty Elementary School	Baltimore	MD	06/2019	08/2019
Baylor University	Waco	TX	09/2019	05/2022
Fidelity Investments	Westlake	TX	06/2021	08/2021
Fidelity Investments	Westlake	TX	06/2022	Present
Student / Unemployed	Baltimore	MD	08/2018	06/2019
Student / Unemployed	Baltimore	MD	08/2019	06/2021
Fidelity Investments	Boston	MA	03/2025	Present

06/2015 → 08/2018

Gilman School

Baltimore, MD
06/2019 → 08/2019

Clarity Centers

Baltimore, MD
06/2019 → 08/2019

Liberty Elementary School

Baltimore, MD
09/2019 → 05/2022

Baylor University

Waco, TX
06/2021 → 08/2021

Fidelity Investments

Westlake, TX
06/2022 → Present

Fidelity Investments

Westlake, TX
08/2018 → 06/2019

Student / Unemployed

Baltimore, MD
08/2019 → 06/2021

Student / Unemployed

Baltimore, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-01-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-06

S66 Uniform Combined State Law Examination

2023-01-06

Other Names

Wyatt Hales

View on SEC IAPD

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