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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Crandall, TX • United States

Two Destiny Way, Westlake, TX 76262-8100 • 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
Arlington High School Arlington TX 08/2015 05/2018
Luci'S Chicken Arlington TX 05/2018 08/2018
Mcdonalds Arlington TX 05/2019 08/2019
Ups Denton TX 11/2019 12/2019
Walmart Denton TX 01/2020 12/2021
Uber Denton TX 05/2022 01/2023
Fidelity Investments Westlake TX 01/2023 Present
University Of North Texas Denton TX 08/2018 05/2019
University Of North Texas Denton TX 08/2019 11/2019
Univeristy Of North Texas Denton TX 01/2022 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 05/2018
    Arlington High School
    Arlington, TX
  • 05/2018 → 08/2018
    Luci'S Chicken
    Arlington, TX
  • 05/2019 → 08/2019
    Mcdonalds
    Arlington, TX
  • 11/2019 → 12/2019
    Ups
    Denton, TX
  • 01/2020 → 12/2021
    Walmart
    Denton, TX
  • 05/2022 → 01/2023
    Uber
    Denton, TX
  • 01/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2018 → 05/2019
    University Of North Texas
    Denton, TX
  • 08/2019 → 11/2019
    University Of North Texas
    Denton, TX
  • 01/2022 → 05/2022
    Univeristy Of North Texas
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Justin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-21
S63 Uniform Securities Agent State Law Examination 2023-08-04
  • S66 Uniform Combined State Law Examination
    2024-11-21
  • S63 Uniform Securities Agent State Law Examination
    2023-08-04
Other Names
  • Abiola Victoria Sanu
  • Abiola Sanu

View on SEC IAPD

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