Truist Advisory Services
42yrs
Top advisor by experience in Westlake
5yrs
Based in Westlake, Texas, Cody Stratton is a fiduciary financial advisor with 5 years of industry experience. Cody has been with Strategic Advisers since 2025; before that, Cody spent four years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 522 advisors with offices in Westlake, and one of 518 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?More experience than 52% of advisors in Westlake
OfficeOne Destiny Way, Westlake, TX 76262
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Cody
One Destiny WayWestlake, TX 76262Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Cody
Tailored to Cody’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cody
How do I contact Cody?
Call Strategic Advisers at (617) 563-7000 and ask for Cody Stratton. Cody works from the Westlake, TX office.
How long has Cody been a financial advisor?
Cody has been in the industry since 2021, about 5 years. More experience than 52% of advisors in Westlake.
What licenses does Cody hold?
Series 66. Tap any license on this page to see what it allows.
Is Cody a fiduciary?
Cody is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cody paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Cody for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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