Brandon Tabor

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	2025-09-02

TX RA
APPROVED

Since 2025-09-02

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Haslet, 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	08/2009	03/2024
J.P. Morgan Chase	Fort Worth	TX	04/2024	11/2024
Fidelity Investments	Westlake	TX	05/2025	Present
Unemployed	Haslet	TX	11/2024	04/2025

08/2009 → 03/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
04/2024 → 11/2024

J.P. Morgan Chase

Fort Worth, TX
05/2025 → Present

Fidelity Investments

Westlake, TX
11/2024 → 04/2025

Unemployed

Haslet, TX

Previous Registrations

2024-04-08 → 2024-11-02

J.P. Morgan Securities Llc

Fort Worth, TX

Ft. Worth, TX

Ft. Worth, TX
2016-11-30 → 2024-04-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX

Fort Worth, TX

Fort Worth, TX

Lake Worth, TX

Fort Worth, TX

Fort Worth, TX

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-29

S66 Uniform Combined State Law Examination

2016-11-29

Other Names

Brandon Tabor
Brandon Marshall Tabor
Brandon M Tabor
Brandon M. Tabor

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

ADVISOR RESOURCE COUNCIL

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

EDWARD JONES · Westlake, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX

LPL FINANCIAL LLC · TROPHY CLUB, TX

ADVISOR RESOURCE COUNCIL · Trophy Club, TX

EDWARD JONES · TROPHY CLUB, TX

CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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