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Stephen Truett

Strategic Advisers LLC

Austin, TX

Austin, 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 2026-02-17
  • TX RA
    APPROVED
    Since 2026-02-17

Branch Locations

405 N Lamar Blvd, Austin, TX 78703-5409 • United States

Austin, 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 Greenwood Village CO 01/2024 05/2025
Associates Insurance Group Denver CO 03/2023 08/2023
Unemployed Denver CO 08/2023 01/2024
Unemployed Denver CO 08/2022 03/2023
Total Quality Logistics Denver CO 07/2019 08/2022
Top Tier Catering Lubbock TX 10/2017 07/2019
Tru Fit Lubbock TX 02/2019 06/2019
Lakeridge Country Club Lubbock TX 07/2017 10/2017
Ruby Tequila's Lubbock TX 05/2017 07/2017
Cowboy Chicken Lubbock TX 02/2017 05/2017
Outback Steakhouse Lubbock TX 08/2016 02/2017
Fidelity Investments Austin TX 05/2025 Present
  • 01/2024 → 05/2025
    Fidelity Investments
    Greenwood Village, CO
  • 03/2023 → 08/2023
    Associates Insurance Group
    Denver, CO
  • 08/2023 → 01/2024
    Unemployed
    Denver, CO
  • 08/2022 → 03/2023
    Unemployed
    Denver, CO
  • 07/2019 → 08/2022
    Total Quality Logistics
    Denver, CO
  • 10/2017 → 07/2019
    Top Tier Catering
    Lubbock, TX
  • 02/2019 → 06/2019
    Tru Fit
    Lubbock, TX
  • 07/2017 → 10/2017
    Lakeridge Country Club
    Lubbock, TX
  • 05/2017 → 07/2017
    Ruby Tequila's
    Lubbock, TX
  • 02/2017 → 05/2017
    Cowboy Chicken
    Lubbock, TX
  • 08/2016 → 02/2017
    Outback Steakhouse
    Lubbock, TX
  • 05/2025 → Present
    Fidelity Investments
    Austin, TX
Previous Registrations
  • 2025-03-31 → 2025-10-21
    Strategic Advisers Llc
    Greenwood Village, CO
    Denver, CO
    Boston, MA
  • 2024-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Greenwood Village, CO
Other Businesses

OBA-105994|OrgNmn:Avalanche Endeavors LLC|Org Addr:Denver,Colorado,US|OBA Nature:Car Rental|Invst Rel:N|Title:Sole Proprietor|Duties:Washing car/maintenance on car/occassionally delivering car to airport.|StrtDt:09-03-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-25
  • S66 Uniform Combined State Law Examination
    2024-06-25

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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