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Alex Caballero

Strategic Advisers LLC

Houston, TX

Houston, 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

12532 Memorial Drive, Houston, TX 77024-6000 • United States

Houston, 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 Houston TX 07/2023 Present
Bill.COm Houston TX 12/2022 04/2023
Sewell Houston TX 05/2021 12/2022
Ameripark Houston TX 02/2019 05/2021
Advantage Solutions Houston TX 01/2019 06/2019
Heb Houston TX 12/2017 01/2019
C.F.I.S.D Houston TX 08/2016 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    Houston, TX
  • 12/2022 → 04/2023
    Bill.COm
    Houston, TX
  • 05/2021 → 12/2022
    Sewell
    Houston, TX
  • 02/2019 → 05/2021
    Ameripark
    Houston, TX
  • 01/2019 → 06/2019
    Advantage Solutions
    Houston, TX
  • 12/2017 → 01/2019
    Heb
    Houston, TX
  • 08/2016 → 12/2017
    C.F.I.S.D
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2024-03-28

View on SEC IAPD

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LPL FINANCIAL LLC
MARINER INDEPENDENT

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CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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