Dillon Russell

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

Fort Worth, 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
Starbucks	Coppell	TX	10/2015	07/2017
Bloomfield Homes	Justin	TX	07/2017	10/2018
Unemployed	Flower Mound	TX	11/2018	03/2019
Brinker International	Flower Mound	TX	04/2019	07/2020
Steve's Leaves	Lewisville	TX	08/2020	01/2021
Yellow Rose Steak And Chophouse	Flower Mound	TX	11/2020	08/2021
Aik Innovations Llc.	Flower Mound	TX	08/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2015 → 07/2017

Starbucks

Coppell, TX
07/2017 → 10/2018

Bloomfield Homes

Justin, TX
11/2018 → 03/2019

Unemployed

Flower Mound, TX
04/2019 → 07/2020

Brinker International

Flower Mound, TX
08/2020 → 01/2021

Steve's Leaves

Lewisville, TX
11/2020 → 08/2021

Yellow Rose Steak And Chophouse

Flower Mound, TX
08/2021 → Present

Aik Innovations Llc.

Flower Mound, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-01-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-24
S63	Uniform Securities Agent State Law Examination	2023-04-04

S66 Uniform Combined State Law Examination

2024-01-24
S63 Uniform Securities Agent State Law Examination

2023-04-04

Other Names

Dillon Lee Russell
Dillon Russel

View on SEC IAPD

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