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Anthony Fink

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

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
Lockheed Martin Texas TX 06/2019 10/2021
Fidelity Investments Westlake TX 02/2024 Present
Apex Systems Texas TX 10/2021 02/2024
F&I Express Texas TX 01/2017 06/2019
Circle L Solar Texas TX 01/2014 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 10/2021
    Lockheed Martin
    Texas, TX
  • 02/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 10/2021 → 02/2024
    Apex Systems
    Texas, TX
  • 01/2017 → 06/2019
    F&I Express
    Texas, TX
  • 01/2014 → 01/2017
    Circle L Solar
    Texas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Weatherford, TX
Other Businesses

OBA-107068|OrgNmn:Scratch Comedy Kitchen|Org Addr:Weatherfor,Texas,US|OBA Nature:Entertainment|Invst Rel:N|Title:CEO/President|Duties:Scheduling and hiring|StrtDt:02-26-24|TotHrs/mon:10|TrdHrs/mon:0|OBA-107066|OrgNmn:Rexs Bar and Grill|Org Addr:Fort Worth,Texas,US|OBA Nature:Bar and Kitchen|Invst Rel:N|Title:Employee|Duties:Tend and clean the bar|StrtDt:01-12-24|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
  • S66 Uniform Combined State Law Examination
    2024-12-02
Other Names
  • Anthony Fink
  • Anthony R Fink

View on SEC IAPD

Other Firms

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
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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