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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

Round Rock, 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
Southern Methodist University Dallas TX 08/2014 05/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2018 06/2020
Northwestern Mutual Investment Services Llc Dallas TX 09/2018 06/2020
Fidelity Investments Austin TX 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 05/2018
    Southern Methodist University
    Dallas, TX
  • 07/2018 → 06/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2018 → 06/2020
    Northwestern Mutual Investment Services Llc
    Dallas, TX
  • 08/2020 → Present
    Fidelity Investments
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-08
S63 Uniform Securities Agent State Law Examination 2019-03-15
  • S66 Uniform Combined State Law Examination
    2021-01-08
  • S63 Uniform Securities Agent State Law Examination
    2019-03-15
Other Names
  • Gabrielle Wilde
  • Gabby Wilde

View on SEC IAPD

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