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Stacey Pickard

Strategic Advisers LLC

Waxhaw, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-26
TX RA APPROVED_RES 2025-08-26
  • NC RA
    APPROVED
    Since 2025-08-26
  • TX RA
    APPROVED_RES
    Since 2025-08-26

Branch Locations

Waxhaw, 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
Unemployed Waxhaw NC 10/2024 07/2025
Fidelity Investments Raleigh NC 07/2025 Present
Teachers Insurance And Annuity Association Charlotte NC 06/2013 10/2024
  • 10/2024 → 07/2025
    Unemployed
    Waxhaw, NC
  • 07/2025 → Present
    Fidelity Investments
    Raleigh, NC
  • 06/2013 → 10/2024
    Teachers Insurance And Annuity Association
    Charlotte, NC
Previous Registrations
Other Businesses

OBA-123822|OrgNmn:LPD Construction LLC|Org Addr:Wax,North Caro,US|OBA Nature:Construction|Invst Rel:N|Title:Signer|Duties:I'm authorized on the brokerage and checking account for incapacity or death reasons so I can access the money.|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-26
S63 Uniform Securities Agent State Law Examination 1997-06-25
  • S66 Uniform Combined State Law Examination
    2001-03-26
  • S63 Uniform Securities Agent State Law Examination
    1997-06-25
Other Names
  • Stacey Denise Pickard

View on SEC IAPD

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