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Samual Lieu Quach

Strategic Advisers LLC

Austin, TX

Austin, 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

Austin, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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
Charles Schwab & Co., Inc Austin TX 07/2017 03/2019
The University Of Texas Austin TX 08/2016 05/2017
Unemployed Austin TX 05/2017 07/2017
Fidelity Brokerage Services Llc Austin TX 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 03/2019
    Charles Schwab & Co., Inc
    Austin, TX
  • 08/2016 → 05/2017
    The University Of Texas
    Austin, TX
  • 05/2017 → 07/2017
    Unemployed
    Austin, TX
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
  • 2018-03-30 → 2019-03-18
    Charles Schwab & Co., Inc.
    Austin, TX
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-30
  • S66 Uniform Combined State Law Examination
    2018-03-30
Other Names
  • Samuel Quach
  • Samual Lieu Quach

View on SEC IAPD

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