Ambre Caperton
Financial advisor at Strategic Advisers LLC · Westlake, TX
Last updated 2026-10-10
Claim your profileAmbre Caperton is a financial advisor at Strategic Advisers LLC in Westlake, TX, CRD 8078639. Licenses and exams on the registration: Series 66. IAPD registration began 2025-09-17.
Registration
- CRD number
- 8078639
- Registration status
- Active
- IAPD registration
- 2025-09-17
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2019-10 to 2019-12 · Unemployed · Plano, TX
- 2025-02 to 2025-04 · Unemployed · Richardson, TX
- 2024-07 to 2024-12 · Johnston Investments LLC Dba Digital Ox · Encinitas, CA
- 2015-09 to 2017-08 · Amtrust North America · Dallas, TX
- 2022-05 to 2024-04 · Freedom Debt Relief LLC Dba Achieve · San Mateo, CA
- 2019-02 to 2019-09 · Door Inc Dba Door Realty · Dallas, TX
- 2018-03 to 2018-03 · Favor · Dallas, TX
- 2024-11 to 2025-02 · Relive Real Estate Inc. · Richardson, TX
- 2018-03 to 2019-02 · Redfin · Plano, TX
- 2024-04 to 2024-05 · Mb2 Payroll Processor LLC Dba Mb2 Dental · Carrollton, TX
- 2025-04 to Present · Fidelity Investments · Westlake, TX
- 2018-01 to 2018-03 · Ethos Realty · Dallas, TX
- 2024-05 to 2024-06 · Utility Concierge Dba Move Concierge · Dallas, TX
- 2017-10 to 2017-12 · Real Broker LLC Dba Real · Dallas, TX
- 2020-01 to 2022-06 · Sigma Relocation Group LLC Dba Umovefree · Irving, TX
- 2025-01 to 2025-02 · Business Debt Adjusters LLC · Englewood Cliffs, NJ
- 2017-07 to 2017-10 · Keller Williams · Dallas, TX
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
Ambre Caperton is a financial advisor at Strategic Advisers LLC in Westlake, TX. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Fidelity Investments, Unemployed, Business Debt Adjusters LLC, Relive Real Estate Inc., among others.
SEC disclosures list additional business and community activities: Oba-118521|orgnmn:sigma Relocation Group Llc|org Addr:irving: 01|trdhrs/mon:0|.
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
One Destiny Way, Westlake, TX 76262-8103
977 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Ambre Caperton?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.