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Christopher P Sepe

Strategic Advisers LLC

Westlake, TX

Forney, 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 2025-04-03
  • TX RA
    APPROVED
    Since 2025-04-03

Branch Locations

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

Forney, 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 Salt Lake City UT 05/2024 Present
Extended Travel Forney TX 11/2023 05/2024
Tribe Transportation Terrell TX 09/2021 11/2023
Kllm Transport Services Kaufman TX 05/2015 09/2021
  • 05/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2023 → 05/2024
    Extended Travel
    Forney, TX
  • 09/2021 → 11/2023
    Tribe Transportation
    Terrell, TX
  • 05/2015 → 09/2021
    Kllm Transport Services
    Kaufman, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-26
  • S66 Uniform Combined State Law Examination
    2025-03-26
Other Names
  • Christopher Sepe

View on SEC IAPD

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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

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