Geselle Alexandra Avalos

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Dallas, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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

Organization	City	State	From	To
Texas Tech University - Student Housing	Lubbock	TX	03/2021	05/2023
Equalis Financial	Lewisville	TX	06/2021	08/2021
Inspiration Co.	Dallas	TX	12/2023	05/2024
Fidelity Investments	Southlake	TX	05/2024	Present
Keener Financial Planning	Keller	TX	05/2022	12/2023
Texas Tech University	Lubbock	TX	05/2020	05/2024
Early College High School	Dallas	TX	05/2016	05/2020
Fidelity Investments	Boston	MA	03/2025	Present

03/2021 → 05/2023

Texas Tech University - Student Housing

Lubbock, TX
06/2021 → 08/2021

Equalis Financial

Lewisville, TX
12/2023 → 05/2024

Inspiration Co.

Dallas, TX
05/2024 → Present

Fidelity Investments

Southlake, TX
05/2022 → 12/2023

Keener Financial Planning

Keller, TX
05/2020 → 05/2024

Texas Tech University

Lubbock, TX
05/2016 → 05/2020

Early College High School

Dallas, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-12-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Dallas, TX

Southlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-03

S66 Uniform Combined State Law Examination

2024-12-03

Other Names

Geselle A Avalos
Geselle Avalos

View on SEC IAPD

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