Kaela Ware

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-15

TX RA
APPROVED

Since 2025-07-15

Branch Locations

Grapevine, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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

Organization	City	State	From	To
Orlando's Italian Restaurant	Lubbock	TX	09/2020	06/2023
Fidelity Investments	Southlake	TX	06/2022	08/2022
Fidelity Investments	Southlake	TX	06/2023	Present
Texas Tech University	Lubbock	TX	08/2019	05/2023
Frisco High School	Frisco	TX	07/2015	06/2019
Make Expression	Frisco	TX	09/2016	04/2017
Vernon's Lakeside	Seven Points	TX	05/2020	08/2020
Blue Goose	Frisco	TX	05/2021	08/2021
Orlando's Italian Restaurant	Lubbock	TX	09/2020	06/2023

09/2020 → 06/2023

Orlando's Italian Restaurant

Lubbock, TX
06/2022 → 08/2022

Fidelity Investments

Southlake, TX
06/2023 → Present

Fidelity Investments

Southlake, TX
08/2019 → 05/2023

Texas Tech University

Lubbock, TX
07/2015 → 06/2019

Frisco High School

Frisco, TX
09/2016 → 04/2017

Make Expression

Frisco, TX
05/2020 → 08/2020

Vernon's Lakeside

Seven Points, TX
05/2021 → 08/2021

Blue Goose

Frisco, TX
09/2020 → 06/2023

Orlando's Italian Restaurant

Lubbock, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-31
S63	Uniform Securities Agent State Law Examination	2024-04-15

S66 Uniform Combined State Law Examination

2024-05-31
S63 Uniform Securities Agent State Law Examination

2024-04-15

View on SEC IAPD

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