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Casey Bello

Strategic Advisers LLC

Westlake, TX

Keller, 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 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

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

Keller, 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
Saint Charles Park District St. Charles IL 05/2017 08/2017
Disney Anaheim CA 07/2021 08/2021
Student Prague 09/2022 04/2024
Ecoshield Pest Control Tampa FL 04/2021 07/2021
Saint Charles Park District St. Charles IL 06/2020 09/2020
El Camino Academy Bogota 01/2022 06/2022
Student La Mirada CA 09/2019 05/2020
Student La Mirada CA 08/2016 05/2017
Saint Charles Park District St. Charles IL 05/2024 07/2024
Rei Huntington Beach CA 10/2020 04/2021
Working To Give Anaheim CA 09/2018 04/2019
Student La Mirada CA 09/2017 04/2018
Saint Charles Park District St. Charles IL 05/2019 08/2019
Saint Charles Park District St. Charles IL 05/2018 08/2018
Unemployed Bogota 09/2021 12/2021
Saint Charles Park District St. Charles IL 06/2022 09/2022
Fidelity Investments Westlake TX 07/2024 Present
  • 05/2017 → 08/2017
    Saint Charles Park District
    St. Charles, IL
  • 07/2021 → 08/2021
    Disney
    Anaheim, CA
  • 09/2022 → 04/2024
    Student
    Prague
  • 04/2021 → 07/2021
    Ecoshield Pest Control
    Tampa, FL
  • 06/2020 → 09/2020
    Saint Charles Park District
    St. Charles, IL
  • 01/2022 → 06/2022
    El Camino Academy
    Bogota
  • 09/2019 → 05/2020
    Student
    La Mirada, CA
  • 08/2016 → 05/2017
    Student
    La Mirada, CA
  • 05/2024 → 07/2024
    Saint Charles Park District
    St. Charles, IL
  • 10/2020 → 04/2021
    Rei
    Huntington Beach, CA
  • 09/2018 → 04/2019
    Working To Give
    Anaheim, CA
  • 09/2017 → 04/2018
    Student
    La Mirada, CA
  • 05/2019 → 08/2019
    Saint Charles Park District
    St. Charles, IL
  • 05/2018 → 08/2018
    Saint Charles Park District
    St. Charles, IL
  • 09/2021 → 12/2021
    Unemployed
    Bogota
  • 06/2022 → 09/2022
    Saint Charles Park District
    St. Charles, IL
  • 07/2024 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 2024-10-01
  • S66 Uniform Combined State Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    2024-10-01

View on SEC IAPD

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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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