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Kevin Olszta

Strategic Advisers LLC

North Richland Hills, 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

North Richland Hills, 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 Westlake TX 01/2023 Present
Mr Cooper Lewisville TX 12/2013 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity
    Westlake, TX
  • 12/2013 → 11/2022
    Mr Cooper
    Lewisville, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-09
  • S66 Uniform Combined State Law Examination
    2023-06-09
Other Names
  • Kevin Richard Olszta
  • Kevin Olszta

View on SEC IAPD

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