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Marlon Abraham

Strategic Advisers LLC

Farmersville, TX

Westlake, TX

CRD 7704995

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Farmersville, 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
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 02/2023 Present
Uber San Fransisco CA 05/2022 02/2023
Medical City Dallas Dallas TX 08/2021 05/2022
Medical City Of Mckinney Dallas TX 07/2019 08/2021
Pna Chartered Accountants Harare 01/2018 07/2019
Jo's Chicken And Abattoirs Harare 03/2017 01/2018
Ballim Chartered Accountants Harare 01/2015 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2022 → 02/2023
    Uber
    San Fransisco, CA
  • 08/2021 → 05/2022
    Medical City Dallas
    Dallas, TX
  • 07/2019 → 08/2021
    Medical City Of Mckinney
    Dallas, TX
  • 01/2018 → 07/2019
    Pna Chartered Accountants
    Harare
  • 03/2017 → 01/2018
    Jo's Chicken And Abattoirs
    Harare
  • 01/2015 → 03/2017
    Ballim Chartered Accountants
    Harare
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Farmersville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-06-12
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-06-12
Other Names
  • Marlon Mkwebu

View on SEC IAPD

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