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Marci Jeanette Prather

Strategic Advisers LLC

Westlake, TX

Euless, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Euless, 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 Investments Southlake TX 11/2023 Present
Lhc Group, Inc. Arlington TX 12/2022 03/2023
Lhc Group, Inc. Training Center Grand Prairie TX 12/2020 12/2022
New York Life Arlington TX 03/2023 10/2023
Denali Wealth Management Colleyville TX 10/2023 11/2023
Homemaker Dallas TX 08/2002 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → Present
    Fidelity Investments
    Southlake, TX
  • 12/2022 → 03/2023
    Lhc Group, Inc.
    Arlington, TX
  • 12/2020 → 12/2022
    Lhc Group, Inc. Training Center
    Grand Prairie, TX
  • 03/2023 → 10/2023
    New York Life
    Arlington, TX
  • 10/2023 → 11/2023
    Denali Wealth Management
    Colleyville, TX
  • 08/2002 → 12/2020
    Homemaker
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Southlake, TX
    Euless, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
  • S66 Uniform Combined State Law Examination
    2024-08-05
Other Names
  • Marci Jeanette Prather
  • Marci J Prather
  • Marci Jeanette Holda

View on SEC IAPD

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JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

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

More in Westlake, TX

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