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Inactive

Cade W. Robertson

Strategic Advisers LLC

Westlake, TX

Carrollton, 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

Two Destiny Way, Westlake, TX 76262-8100 • United States

Carrollton, 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
Fidelity Brokerage Services Llc Westlake TX 08/2017 Present
Denton Country Club Argyle TX 08/2015 08/2017
Social Media Delivered Carrolton TX 06/2016 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 08/2015 → 08/2017
    Denton Country Club
    Argyle, TX
  • 06/2016 → 08/2017
    Social Media Delivered
    Carrolton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-15
S63 Uniform Securities Agent State Law Examination 2017-10-04
  • S66 Uniform Combined State Law Examination
    2018-10-15
  • S63 Uniform Securities Agent State Law Examination
    2017-10-04
Other Names
  • Cade Wyatt Robertson
  • Cade Robertson

View on SEC IAPD

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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

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