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Katie Chambers

Strategic Advisers LLC

Clayton, NC

Durham, NC

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

Branch Locations

Clayton, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • United States

Clayton, 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
Morgan Stanley Allentown PA 07/2015 05/2017
M Holdings Securities Portland OH 06/2017 05/2020
Strategic Advisor Group Bethlehem PA 05/2017 08/2020
Captrust Financial Advisors Raleigh NC 05/2017 08/2020
Morgan Stanley Raleigh NC 08/2020 12/2020
Morgan Stanley Private Bank, N.A New York NY 09/2020 12/2020
Fidelity Investments Raleigh NC 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 05/2017
    Morgan Stanley
    Allentown, PA
  • 06/2017 → 05/2020
    M Holdings Securities
    Portland, OH
  • 05/2017 → 08/2020
    Strategic Advisor Group
    Bethlehem, PA
  • 05/2017 → 08/2020
    Captrust Financial Advisors
    Raleigh, NC
  • 08/2020 → 12/2020
    Morgan Stanley
    Raleigh, NC
  • 09/2020 → 12/2020
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 01/2021 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
  • 2020-08-31 → 2021-01-05
    Morgan Stanley
    Raleigh, NC
  • 2017-06-09 → 2020-08-06
    Captrust
    Bethlehem, PA
    Raleigh, NC
  • 2016-04-15 → 2017-05-12
    Morgan Stanley
    Allentown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-15
  • S66 Uniform Combined State Law Examination
    2016-04-15
Other Names
  • Katie Leigh Bowers
  • Katie Leigh Chambers
  • Katie Chambers

View on SEC IAPD

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