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Caroline Ayers

Strategic Advisers LLC

Grapevine, 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 2025-10-14
  • TX RA
    APPROVED
    Since 2025-10-14

Branch Locations

Grapevine, 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 09/2023 Present
Unemployed Roanoke TX 08/2023 08/2023
Parkwood Hill Intermediate School Fort Worth TX 08/2022 07/2023
Capitol Hill High School Oklahoma City OK 02/2021 07/2022
Casady School Oklahoma City OK 11/2020 02/2021
University Of Oklahoma Norman OK 01/2016 01/2020
Self-Employment Cypress TX 05/2020 07/2021
Windwood Presbyterian Church Tomball TX 05/2020 07/2020
Oklahoma Youth Sing Norman OK 08/2018 05/2019
Boys And Girls Club Of Lawrence, Kansas Lawrence KS 05/2018 07/2018
Houston'S First Baptist Church Houston TX 05/2017 08/2017
Unemployed Norman OK 07/2020 11/2020
Unemployed Norman OK 07/2020 01/2021
Unemployed Norman OK 02/2020 04/2020
  • 09/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2023 → 08/2023
    Unemployed
    Roanoke, TX
  • 08/2022 → 07/2023
    Parkwood Hill Intermediate School
    Fort Worth, TX
  • 02/2021 → 07/2022
    Capitol Hill High School
    Oklahoma City, OK
  • 11/2020 → 02/2021
    Casady School
    Oklahoma City, OK
  • 01/2016 → 01/2020
    University Of Oklahoma
    Norman, OK
  • 05/2020 → 07/2021
    Self-Employment
    Cypress, TX
  • 05/2020 → 07/2020
    Windwood Presbyterian Church
    Tomball, TX
  • 08/2018 → 05/2019
    Oklahoma Youth Sing
    Norman, OK
  • 05/2018 → 07/2018
    Boys And Girls Club Of Lawrence, Kansas
    Lawrence, KS
  • 05/2017 → 08/2017
    Houston'S First Baptist Church
    Houston, TX
  • 07/2020 → 11/2020
    Unemployed
    Norman, OK
  • 07/2020 → 01/2021
    Unemployed
    Norman, OK
  • 02/2020 → 04/2020
    Unemployed
    Norman, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
S63 Uniform Securities Agent State Law Examination 2023-12-14
  • S66 Uniform Combined State Law Examination
    2025-10-10
  • S63 Uniform Securities Agent State Law Examination
    2023-12-14
Other Names
  • Caroline Christine Smith
  • Caroline Smith
  • Caroline Christine Ayers

View on SEC IAPD

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