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Avery Joseph Haug

Strategic Advisers LLC

Shoreline, WA

Redmond, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-25
WA RA APPROVED 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25
  • WA RA
    APPROVED
    Since 2025-11-25

Branch Locations

Shoreline, WA • United States

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • 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 06/2023 08/2023
Lowe'S Home Improvement Store Southlake TX 05/2022 08/2022
Lowe'S Home Improvement Store St Charles IL 05/2021 08/2021
Fidelity Investments Westlake TX 06/2024 Present
Texas Tech University Lubbock TX 02/2021 05/2021
Texas Tech University Lubbock TX 08/2022 06/2023
Unemployed Sugar Grove IL 03/2020 01/2021
Geneva Park District Geneva IL 10/2018 03/2020
Barnes & Noble College Lubbock TX 01/2021 02/2021
Texas Tech University Lubbock TX 08/2021 05/2022
Geneva Community Unit School District 304 Geneva IL 06/2014 10/2018
Texas Tech University Lubbock TX 08/2023 06/2024
  • 06/2023 → 08/2023
    Fidelity Investments
    Westlake, TX
  • 05/2022 → 08/2022
    Lowe'S Home Improvement Store
    Southlake, TX
  • 05/2021 → 08/2021
    Lowe'S Home Improvement Store
    St Charles, IL
  • 06/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 02/2021 → 05/2021
    Texas Tech University
    Lubbock, TX
  • 08/2022 → 06/2023
    Texas Tech University
    Lubbock, TX
  • 03/2020 → 01/2021
    Unemployed
    Sugar Grove, IL
  • 10/2018 → 03/2020
    Geneva Park District
    Geneva, IL
  • 01/2021 → 02/2021
    Barnes & Noble College
    Lubbock, TX
  • 08/2021 → 05/2022
    Texas Tech University
    Lubbock, TX
  • 06/2014 → 10/2018
    Geneva Community Unit School District 304
    Geneva, IL
  • 08/2023 → 06/2024
    Texas Tech University
    Lubbock, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-19
S63 Uniform Securities Agent State Law Examination 2024-09-30
  • S66 Uniform Combined State Law Examination
    2025-11-19
  • S63 Uniform Securities Agent State Law Examination
    2024-09-30
Other Names
  • Avery J Haug
  • Avery Haug

View on SEC IAPD

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