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Preston Tieman

Strategic Advisers LLC

Katy, TX

Houston, 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

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States

Houston, 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
OrganizationCityStateFromTo
Enterprise Car Rental San Antonio TX 03/2016 01/2017
Axa Advisors, Llc New York NY 02/2017 08/2018
Fidelity Investments Houston TX 12/2018 Present
N/A Houston TX 09/2018 11/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 01/2017
    Enterprise Car Rental
    San Antonio, TX
  • 02/2017 → 08/2018
    Axa Advisors, Llc
    New York, NY
  • 12/2018 → Present
    Fidelity Investments
    Houston, TX
  • 09/2018 → 11/2018
    N/A
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-22
S63 Uniform Securities Agent State Law Examination 2017-06-01
  • S66 Uniform Combined State Law Examination
    2021-10-22
  • S63 Uniform Securities Agent State Law Examination
    2017-06-01
Other Names
  • Preston Richard Tieman
  • Preston Tieman

View on SEC IAPD

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JASON WARREN CEYANES
DIDYA MERCEDES BIANCHI
JOHN LEE PESSARRA
Aaron Paul Langston

Other Offices

ENCOMPASS ADVISORY SERVICES, LLC · KATY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KATY, TX
J.P. MORGAN SECURITIES LLC · KATY, TX
EDWARD JONES · KATY, TX
EDWARD JONES · Katy, TX
J.P. MORGAN SECURITIES LLC · KATY, TX
EDWARD JONES · KATY, TX
AMERIPRISE FINANCIAL SERVICES, LLC · KATY, TX

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