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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-03
TX RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2025-07-03
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • United States

Germantown, TN • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Ft. Worth TX 09/2016 04/2021
General Motors Arlington TX 09/2014 04/2022
Fidelity Investments Westlake TX 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 04/2021
    Td Ameritrade
    Ft. Worth, TX
  • 09/2014 → 04/2022
    General Motors
    Arlington, TX
  • 04/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2017-02-22 → 2021-04-20
    Td Ameritrade, Inc.
    Westlake, TX
  • 2017-02-22 → 2021-04-20
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-18
  • S66 Uniform Combined State Law Examination
    2016-11-18
Other Names
  • Colin Lee Chesbrough

View on SEC IAPD

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