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Eric Moreno

Strategic Advisers LLC

Westlake, TX

Dallas, 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

Dallas, 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 Dallas TX 07/2022 Present
Freedom Mortgage Dallas TX 11/2020 06/2022
Roundpoint Mortgage Dallas TX 08/2020 11/2020
Countryplace Mortgage Addison TX 01/2019 07/2020
Etech Nacogdoches TX 09/2012 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Dallas, TX
  • 11/2020 → 06/2022
    Freedom Mortgage
    Dallas, TX
  • 08/2020 → 11/2020
    Roundpoint Mortgage
    Dallas, TX
  • 01/2019 → 07/2020
    Countryplace Mortgage
    Addison, TX
  • 09/2012 → 12/2018
    Etech
    Nacogdoches, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21

View on SEC IAPD

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MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
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

More in Westlake, TX

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