Best Investors Account Sign in

Tony Nicholas Harrison

Strategic Advisers LLC

Raleigh, NC

Apex, NC

Claim This Profile
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

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States

Apex, 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
Td Ameritrade Raleigh NC 07/2009 04/2020
Charles Schwab & Co., Inc., Ssb Chapel Hill NC 04/2020 07/2022
Charles Schwab Bank, Ssb Chapel Hill NC 04/2020 07/2022
Fidelity Investments Raleigh NC 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2009 → 04/2020
    Td Ameritrade
    Raleigh, NC
  • 04/2020 → 07/2022
    Charles Schwab & Co., Inc., Ssb
    Chapel Hill, NC
  • 04/2020 → 07/2022
    Charles Schwab Bank, Ssb
    Chapel Hill, NC
  • 07/2022 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
  • 2020-05-06 → 2022-07-19
    Charles Schwab & Co., Inc.
    Chapel Hill, NC
    Raleigh, NC
  • 2009-07-23 → 2020-04-21
    Td Ameritrade, Inc.
    Cary, NC
  • 2009-07-23 → 2020-04-21
    Td Ameritrade Investment Management, Llc
    Cary, NC
  • 2008-03-03 → 2008-10-01
    Edward Jones
    Raleigh, NC
    Raleigh, NC
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-29
  • S66 Uniform Combined State Law Examination
    2008-02-29
Designations
Other Names
  • Nick Harrison
  • Nicholas Harrison
  • Tony Nicholas Harrison
  • Tony N Harrison

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor