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Corey J. Vance

Strategic Advisers LLC

Fort Worth, TX

Westlake, 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 2025-10-30
  • TX RA
    APPROVED
    Since 2025-10-30

Branch Locations

Fort Worth, 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
Northwestern Mutual Bryan TX 05/2023 08/2023
Unemployed Whitehouse TX 01/2014 11/2018
Unemployed Bryan TX 08/2019 06/2024
Fidelity Investments Westlake TX 06/2024 Present
Us Army Lufkin TX 11/2018 Present
  • 05/2023 → 08/2023
    Northwestern Mutual
    Bryan, TX
  • 01/2014 → 11/2018
    Unemployed
    Whitehouse, TX
  • 08/2019 → 06/2024
    Unemployed
    Bryan, TX
  • 06/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2018 → Present
    Us Army
    Lufkin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-29
S63 Uniform Securities Agent State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2025-10-29
  • S63 Uniform Securities Agent State Law Examination
    2024-11-11
Other Names
  • Corey Vance
  • Corey J Vance

View on SEC IAPD

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