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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States

Wake Forest, NC • 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 Raleigh NC 04/2014 05/2017
Fidelity Brokerage Services Llc Raleigh NC 06/2014 05/2017
Strategic Advisers, Inc. Raleigh NC 10/2014 05/2017
Tiaa Durham NC 05/2017 06/2020
Tiaa-Cref Individual & Institutional Services, Llc Durham NC 05/2017 06/2020
Fidelity Investments Raleigh NC 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 05/2017
    Fidelity Investments
    Raleigh, NC
  • 06/2014 → 05/2017
    Fidelity Brokerage Services Llc
    Raleigh, NC
  • 10/2014 → 05/2017
    Strategic Advisers, Inc.
    Raleigh, NC
  • 05/2017 → 06/2020
    Tiaa
    Durham, NC
  • 05/2017 → 06/2020
    Durham, NC
  • 06/2020 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-16
  • S66 Uniform Combined State Law Examination
    2013-10-16
Designations
Other Names
  • Bradley Scott Eisenberg
  • Bradley Eisenberg

View on SEC IAPD

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