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Alec Garza

Strategic Advisers LLC

Roanoke, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Roanoke, 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
Fidelity Investments Westlake TX 06/2022 Present
Safelite Autoglass Fort Worth TX 01/2021 06/2022
The Marq Southlake Souhtlake TX 07/2020 10/2020
Unemployed Fort Worth TX 10/2020 01/2021
Unemployed Fort Worth TX 01/2020 07/2020
The Cheesecake Factory Southlake TX 11/2019 01/2020
Unemployed Fort Worth TX 01/2019 11/2019
Chuy's Tex-Mex Souhtlake TX 01/2018 01/2019
Unemployed Fort Worth TX 08/2017 01/2018
Wingstop Fort Worth TX 05/2017 08/2017
Timber Creek High School Fort Worth TX 08/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2021 → 06/2022
    Safelite Autoglass
    Fort Worth, TX
  • 07/2020 → 10/2020
    The Marq Southlake
    Souhtlake, TX
  • 10/2020 → 01/2021
    Unemployed
    Fort Worth, TX
  • 01/2020 → 07/2020
    Unemployed
    Fort Worth, TX
  • 11/2019 → 01/2020
    The Cheesecake Factory
    Southlake, TX
  • 01/2019 → 11/2019
    Unemployed
    Fort Worth, TX
  • 01/2018 → 01/2019
    Chuy's Tex-Mex
    Souhtlake, TX
  • 08/2017 → 01/2018
    Unemployed
    Fort Worth, TX
  • 05/2017 → 08/2017
    Wingstop
    Fort Worth, TX
  • 08/2016 → 05/2017
    Timber Creek High School
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roanoke, TX
    Westlake, TX
Other Businesses

OBA-114895|OrgNmn:Doordash|Org Addr:san franci,California,US|OBA Nature:Delivery Service|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food to customers using personal vehicle|StrtDt:11-25-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-04
S63 Uniform Securities Agent State Law Examination 2024-01-12
  • S66 Uniform Combined State Law Examination
    2025-02-04
  • S63 Uniform Securities Agent State Law Examination
    2024-01-12

View on SEC IAPD

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