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Ozan M. Ethem

Strategic Advisers LLC

Dallas, TX

Addison, 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 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-24

Branch Locations

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States

Addison, 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 Westlake TX 12/2023 Present
Accelerate Tax Flower Mound TX 08/2023 11/2023
Newrez Mortgage Coppell TX 03/2023 08/2023
Ark-La-Tex Financial Services, Llc Plano TX 01/2023 03/2023
Edge Home Finance Corporation Minnetonka MN 08/2022 01/2023
Caliber Home Loans Coppell TX 10/2020 08/2022
Unemployed Mckinney TX 05/2020 10/2020
Texas Tech University Lubbock TX 01/2020 05/2020
Amerisourcebergen Carrollton TX 12/2019 01/2020
Razzoos Cajun Cafe Lubbock TX 09/2019 12/2019
Rockfish Seafood & Grill Lubbock TX 03/2019 09/2019
Texas Tech University Lubbock TX 08/2014 03/2019
  • 12/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2023 → 11/2023
    Accelerate Tax
    Flower Mound, TX
  • 03/2023 → 08/2023
    Newrez Mortgage
    Coppell, TX
  • 01/2023 → 03/2023
    Ark-La-Tex Financial Services, Llc
    Plano, TX
  • 08/2022 → 01/2023
    Edge Home Finance Corporation
    Minnetonka, MN
  • 10/2020 → 08/2022
    Caliber Home Loans
    Coppell, TX
  • 05/2020 → 10/2020
    Unemployed
    Mckinney, TX
  • 01/2020 → 05/2020
    Texas Tech University
    Lubbock, TX
  • 12/2019 → 01/2020
    Amerisourcebergen
    Carrollton, TX
  • 09/2019 → 12/2019
    Razzoos Cajun Cafe
    Lubbock, TX
  • 03/2019 → 09/2019
    Rockfish Seafood & Grill
    Lubbock, TX
  • 08/2014 → 03/2019
    Texas Tech University
    Lubbock, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-13
S63 Uniform Securities Agent State Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2025-06-13
  • S63 Uniform Securities Agent State Law Examination
    2024-03-15
Other Names
  • Ozan Ethem
  • Ozan Mehmet Ethem

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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