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Kevin Howard

Strategic Advisers LLC

Westlake, TX

Fort Worth, 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 2026-05-15
  • TX RA
    APPROVED
    Since 2026-05-15

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, 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
Entertainment Partners New York NY 04/2013 05/2023
Unemployed New York NY 06/2023 08/2023
New York Life New York NY 09/2023 02/2026
Nylife Securities Llc New York NY 01/2024 02/2026
Fidelity Investments Westlake TX 02/2026 Present
  • 04/2013 → 05/2023
    Entertainment Partners
    New York, NY
  • 06/2023 → 08/2023
    Unemployed
    New York, NY
  • 09/2023 → 02/2026
    New York Life
    New York, NY
  • 01/2024 → 02/2026
    Nylife Securities Llc
    New York, NY
  • 02/2026 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-12
S63 Uniform Securities Agent State Law Examination 2024-05-01
  • S66 Uniform Combined State Law Examination
    2026-05-12
  • S63 Uniform Securities Agent State Law Examination
    2024-05-01
Other Names
  • Kevin Wayne Howard

View on SEC IAPD

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EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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