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Michael Daniel Twidal

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

CRD 7426875

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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

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
OrganizationCityStateFromTo
Dsv Road, Inc. Grapevine TX 01/2018 08/2021
Dsv Air & Sea, Inc. Grapevine TX 04/2015 12/2017
Fidelity Investments Westlake TX 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 08/2021
    Dsv Road, Inc.
    Grapevine, TX
  • 04/2015 → 12/2017
    Dsv Air & Sea, Inc.
    Grapevine, TX
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-98883|OrgNmn:Michael Twidal|Org Addr:Fort Worth,Texas,US|OBA Nature:Professional Crafter|Invst Rel:N|Title:Sole Proprietor|Duties:N/A|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-18
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2023-08-18
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • Michael Daniel Twidal
  • Michael Twidal

View on SEC IAPD

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