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Brandon Swindell

Strategic Advisers LLC

Chapel Hill, 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

Chapel Hill, 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
Jp Morgan Chase Na Lockport IL 08/2007 06/2022
J.P. Morgan Securities Llc Elmhurst IL 10/2012 06/2022
Fidelity Investments Durham NC 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2007 → 06/2022
    Jp Morgan Chase Na
    Lockport, IL
  • 10/2012 → 06/2022
    J.P. Morgan Securities Llc
    Elmhurst, IL
  • 06/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Chapel Hill, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-23
S63 Uniform Securities Agent State Law Examination 2022-09-20
  • S66 Uniform Combined State Law Examination
    2024-08-23
  • S63 Uniform Securities Agent State Law Examination
    2022-09-20
Other Names
  • Brandon Jade Swindell

View on SEC IAPD

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