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Cole David Stephenson

Strategic Advisers LLC

Irving, TX

Dallas, 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

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States

Dallas, 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
Golf Usa Fayetteville AR 05/2022 05/2023
University Of Arkansas Fayetteville AR 08/2020 05/2023
Backyard Butler Ft. Worth TX 05/2020 08/2021
Tarrant County Community College North Richland Hills TX 01/2020 05/2020
I Ragazzi Llc Keller TX 09/2019 05/2020
University Of Texas Permian Basin Odessa TX 08/2019 12/2019
Great Wolf Lodge Grapevine TX 02/2017 07/2017
Grapevine High School Grapevine TX 06/2013 12/2018
Fidelity Irving TX 06/2023 Present
Blue Wave Llc Southlake TX 01/2018 12/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 05/2023
    Golf Usa
    Fayetteville, AR
  • 08/2020 → 05/2023
    University Of Arkansas
    Fayetteville, AR
  • 05/2020 → 08/2021
    Backyard Butler
    Ft. Worth, TX
  • 01/2020 → 05/2020
    Tarrant County Community College
    North Richland Hills, TX
  • 09/2019 → 05/2020
    I Ragazzi Llc
    Keller, TX
  • 08/2019 → 12/2019
    University Of Texas Permian Basin
    Odessa, TX
  • 02/2017 → 07/2017
    Great Wolf Lodge
    Grapevine, TX
  • 06/2013 → 12/2018
    Grapevine High School
    Grapevine, TX
  • 06/2023 → Present
    Fidelity
    Irving, TX
  • 01/2018 → 12/2019
    Blue Wave Llc
    Southlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irving, TX
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-27
S63 Uniform Securities Agent State Law Examination 2023-12-08
  • S66 Uniform Combined State Law Examination
    2024-08-27
  • S63 Uniform Securities Agent State Law Examination
    2023-12-08
Other Names
  • Cole Stephenson

View on SEC IAPD

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Other Investors

JAY DEE COURTNEY
MARK ANTHONY MILLER
GENE STEVEN GURLEY
HARRISON TATE BENEDICT
Andres I Polanco
Benjamin Hopper
Michael P Seibert
Justin Montanari

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX
GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX
EDWARD JONES · IRVING, TX
EDWARD JONES · IRVING, TX
J.P. MORGAN SECURITIES LLC · IRVING, TX
U.S. BANCORP ADVISORS, LLC · Irving, TX
LPL FINANCIAL LLC · IRVING, TX
KESTRA ADVISORY SERVICES, LLC · IRVING, TX

More in Irving, TX

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