Lauren C. Hejl
STRATEGIC ADVISERS LLC | Financial Consultant
FORT WORTH, TX
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CRD#: 6196827
Professional summary
Lauren Casey Hejl, CFP®, who also goes by Lauren Casey Chessmore, Lauren Casey Hejl, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fort Worth, Texas and FIDELITY BROKERAGE SERVICES LLC located in Fort Worth, Texas.
Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Lauren has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Understanding that financial conversations can be overwhelming, I strive to help my clients feel at ease while working through their most important financial decisions. I take an educational approach to financial planning, with the goal of simplifying financial concepts and empowering my clients to create and implement a plan that provides confidence. I love what I do and am grateful everyday for the opportunity to support our incredible clients.
Question & Answer
What are your service offerings?
Investment Planning
Long-term Care
Comprehensive Financial Planni...
Retirement Planning
Social Security Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Lauren Casey Chessmore | Lauren Casey Hejl
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Casey Hejl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Education
Texas A&M University
Bachelor of Science (BS) - Human Resource Development
2013
Texas A&M University
Minor - Business Administration
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2933 West 7th St., Fort Worth, TX 76107RIA
CRD#: 104555
FORT WORTH, TX
Current
December 8, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2933 West 7th St., Fort Worth, TX 76107BD
CRD#: 7784
Fort Worth, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FORT WORTH, TX
Past
April 12, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FORT WORTH, TX
Past
October 7, 2013 - October 14, 2014
LOCKTON INVESTMENT SECURITIES, LLC
BD
CRD#: 137476
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/25/2023)
RR
Arizona(3/25/2023)
RR
Arkansas(1/5/2016)
RR
California(5/26/2020)
RR
Florida(5/26/2020)
RR
Illinois(2/23/2024)
RR
Indiana(6/4/2021)
RR
Kansas(7/19/2024)
RR
Louisiana(10/19/2021)
RR
Michigan(5/3/2024)
RR
Minnesota(6/4/2021)
RR
Missouri(10/5/2021)
RR
New Mexico(7/21/2023)
RR
New York(6/16/2025)
RR
North Carolina(9/29/2023)
RR
Oklahoma(6/4/2021)
RR
Pennsylvania(11/17/2023)
RR
Texas(12/8/2014)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Fort Worth, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
