Geneva Echeverria

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_RES	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Grapevine, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Td Ameritrade	Columbia	MD	06/2017	03/2018
George Washington University	Washington	DC	06/2013	05/2017
Fidelity Brokerage Services, Llc	Philadelphia	PA	04/2020	Present
Td Ameritrade	Washington	DC	03/2018	08/2019
Not Working/Traveling	New York	NY	09/2019	04/2020
Fidelity Investments	Boston	MA	03/2025	Present

06/2017 → 03/2018

Td Ameritrade

Columbia, MD
06/2013 → 05/2017

George Washington University

Washington, DC
04/2020 → Present

Fidelity Brokerage Services, Llc

Philadelphia, PA
03/2018 → 08/2019

Td Ameritrade

Washington, DC
09/2019 → 04/2020

Not Working/Traveling

New York, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-05-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Philadelphia, PA
2017-08-30 → 2019-08-29

Td Ameritrade, Inc.

Washington, DC

Columbia, MD
2017-08-25 → 2019-08-29

Td Ameritrade Investment Management, Llc

Washington, DC

Columbia, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-25

S66 Uniform Combined State Law Examination

2017-08-25

Other Names

Geneva Tsoi Echeverria

View on SEC IAPD

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