Tate L. Roueche

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	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Hurst, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Fidelity Brokerage Services Llc	Westlake	TX	02/2017	Present
Texas Roadhouse	Bedford	TX	10/2016	02/2017
Isn Software	Dallas	TX	06/2015	10/2016
Fidelity Investments	Boston	MA	03/2025	Present

02/2017 → Present

Fidelity Brokerage Services Llc

Westlake, TX
10/2016 → 02/2017

Texas Roadhouse

Bedford, TX
06/2015 → 10/2016

Isn Software

Dallas, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-08-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Other Businesses

OBA-17878|OrgNmn:TM Twenty-One Rentals|Org Addr:Bedford,Texas,US|OBA Nature:Personal LLC used for houseing|Invst Rel:Y|Title:Co-Owner|Duties:I own the 2 properties that are rented. Clean maintain and keep rented to provide rental income|StrtDt:02-11-21|TotHrs/mon:4|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-22
S63	Uniform Securities Agent State Law Examination	2017-03-22

S66 Uniform Combined State Law Examination

2020-07-22
S63 Uniform Securities Agent State Law Examination

2017-03-22

Other Names

Tate Lewis Roueche
Tate Roueche

View on SEC IAPD

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