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Carlos De La Rosa

Strategic Advisers LLC

Grapevine, TX

Westlake, 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

Grapevine, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 06/2022 Present
Nike Terrell TX 05/2019 08/2021
Whataburger Forney TX 05/2017 08/2017
Albertsons Mesquite TX 01/2017 04/2017
High School Mesquite TX 08/2016 01/2017
Hs/ College Student Mesquite TX 08/2017 05/2019
Tamu College Station TX 08/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2019 → 08/2021
    Nike
    Terrell, TX
  • 05/2017 → 08/2017
    Whataburger
    Forney, TX
  • 01/2017 → 04/2017
    Albertsons
    Mesquite, TX
  • 08/2016 → 01/2017
    High School
    Mesquite, TX
  • 08/2017 → 05/2019
    Hs/ College Student
    Mesquite, TX
  • 08/2021 → 05/2022
    Tamu
    College Station, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-03
  • S66 Uniform Combined State Law Examination
    2023-03-03

View on SEC IAPD

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