Best Investors Account Sign in

Duncan Lordanich

Strategic Advisers LLC

Westlake, TX

Roanoke, TX

Claim This Profile
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

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

Roanoke, 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
U.S. Army Reserves San Diego CA 05/2013 01/2017
California State University San Marcos San Marcos CA 01/2016 12/2016
Charles Schwab & Co., Inc. Fort Worth TX 01/2017 04/2019
Td Ameritrade Southlake TX 04/2019 06/2021
Fidelity Investments Westlake TX 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 01/2017
    U.S. Army Reserves
    San Diego, CA
  • 01/2016 → 12/2016
    California State University San Marcos
    San Marcos, CA
  • 01/2017 → 04/2019
    Charles Schwab & Co., Inc.
    Fort Worth, TX
  • 04/2019 → 06/2021
    Td Ameritrade
    Southlake, TX
  • 06/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-29
S63 Uniform Securities Agent State Law Examination 2017-06-30
  • S66 Uniform Combined State Law Examination
    2022-11-29
  • S63 Uniform Securities Agent State Law Examination
    2017-06-30

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
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
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor