Collin H Dufrane

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

Roanoke, 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

Organization	City	State	From	To
Chick Fil A	Pleasanton	CA	11/2016	02/2017
Doordash	San Ramon	CA	04/2019	12/2019
Zachary's Chicago Pizza	Pleasanton	CA	12/2019	01/2022
Revel Kitchen And Bar	Danville	CA	01/2022	03/2022
Fidelity Investments	Westlake	TX	03/2022	Present
Unemployed	San Ramon	CA	02/2017	04/2019
Unemployed	San Ramon	CA	01/2012	11/2016
Fidelity Investments	Boston	MA	03/2025	Present

11/2016 → 02/2017

Chick Fil A

Pleasanton, CA
04/2019 → 12/2019

Doordash

San Ramon, CA
12/2019 → 01/2022

Zachary's Chicago Pizza

Pleasanton, CA
01/2022 → 03/2022

Revel Kitchen And Bar

Danville, CA
03/2022 → Present

Fidelity Investments

Westlake, TX
02/2017 → 04/2019

Unemployed

San Ramon, CA
01/2012 → 11/2016

Unemployed

San Ramon, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-12-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Roanoke, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-26

S66 Uniform Combined State Law Examination

2023-04-26

Other Names

Collin Henderson Dufrane
Collin H Dufrane

View on SEC IAPD

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