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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

610 York Road, Towson, MD 21204-4102 • United States

Timonium, MD • 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
T. Rowe Price Investment Services, Inc. Owings Mills MD 06/2008 10/2018
Fidelity Investments Towson MD 09/2020 Present
Unemployed Lutherville MD 10/2018 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2008 → 10/2018
    T. Rowe Price Investment Services, Inc.
    Owings Mills, MD
  • 09/2020 → Present
    Fidelity Investments
    Towson, MD
  • 10/2018 → 09/2020
    Unemployed
    Lutherville, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Towson, MD
  • 2009-06-10 → 2018-10-15
    Owings Mills, MD
    Owings Mills, MD
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-14
  • S66 Uniform Combined State Law Examination
    2008-08-14
Other Names
  • Carly Nicole Everhart
  • Carly N Hughes
  • Carly Hughes

View on SEC IAPD

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