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Kameron Michael Levis

Strategic Advisers LLC

New Caney, 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

New Caney, 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
Patriot Utility Solutions New Caney TX 06/2022 12/2022
Mustang S.U.D. Aubrey TX 05/2021 08/2021
Games 2 U Houston TX 01/2012 08/2017
University Of Mary-Hardin Baylor Belton TX 08/2017 05/2021
Unemployed New Caney TX 12/2021 06/2022
Fidelity Investments Westlake TX 01/2023 Present
University Of Mary-Hardin Baylor Belton TX 08/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 12/2022
    Patriot Utility Solutions
    New Caney, TX
  • 05/2021 → 08/2021
    Mustang S.U.D.
    Aubrey, TX
  • 01/2012 → 08/2017
    Games 2 U
    Houston, TX
  • 08/2017 → 05/2021
    University Of Mary-Hardin Baylor
    Belton, TX
  • 12/2021 → 06/2022
    Unemployed
    New Caney, TX
  • 01/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2021 → 12/2021
    University Of Mary-Hardin Baylor
    Belton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-02
S63 Uniform Securities Agent State Law Examination 2022-11-03
  • S66 Uniform Combined State Law Examination
    2024-04-02
  • S63 Uniform Securities Agent State Law Examination
    2022-11-03

View on SEC IAPD

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Other Offices

EDWARD JONES · NEW CANEY, TX
EDWARD JONES · NEW CANEY, TX
WELLS FARGO CLEARING SERVICES, LLC · NEW CANEY, TX
J.P. MORGAN SECURITIES LLC · NEW CANEY, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · New Caney, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Porter, TX
SOVEREIGN WEALTH ADVISORS LLC · Porter, TX
LPL ENTERPRISE, LLC · PORTER, TX

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