Demarc E. White

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → Present
  Fidelity Investments
  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
  Knightdale, NC
  Durham, NC
• 2011-08-16 → 2018-07-13
  Strategic Advisers Llc
  Cary, NC
  Durham, NC

Other Businesses

OBA-130514|OrgNmn:Freedom Innovative Ventures|Org Addr:knightdale,North Caro,US|OBA Nature:LLC created to hold rental pro|Invst Rel:Y|Title:managing partner/owner|Duties:Owning and managing of investment properties, Marketing for off market properties|StrtDt:03-26-24|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2011-08-09
• S63 Uniform Securities Agent State Law Examination
  2007-10-19

Other Names

• Demarc E White