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Nathan B. Neely

Strategic Advisers LLC

Durham, NC

Raleigh, 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_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States

Raleigh, 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
Fidelity Investments Blue Ash OH 11/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2007 → Present
    Fidelity Investments
    Blue Ash, OH
  • 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
    Durham, NC
    Raleigh, NC
  • 2010-09-16 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-18
S63 Uniform Securities Agent State Law Examination 2008-04-30
  • S66 Uniform Combined State Law Examination
    2010-11-18
  • S63 Uniform Securities Agent State Law Examination
    2008-04-30
Other Names
  • Nathan B Neely

View on SEC IAPD

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Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI
ALDRIN HEWAKOPARA

Other Offices

BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC
EDWARD JONES · DURHAM, NC

More in Durham, NC

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