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John M Loesch

Strategic Advisers LLC

Raleigh, NC

Durham, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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 Morrisville NC 11/2006 Present
Fidelity Brokerage Services Llc Cary NC 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2006 → Present
    Fidelity Investments
    Morrisville, NC
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Cary, NC
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Raleigh, NC
    Durham, NC
  • 2011-08-12 → 2018-07-13
    Strategic Advisers Llc
    Cary, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-11
S63 Uniform Securities Agent State Law Examination 2007-04-18
  • S66 Uniform Combined State Law Examination
    2011-08-11
  • S63 Uniform Securities Agent State Law Examination
    2007-04-18

View on SEC IAPD

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