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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

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • 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
State Employees' Credit Union Raleigh NC 02/2008 06/2020
Secu Brokerage Services Raleigh NC 02/2011 06/2020
Credit Union Investment Services Raleigh NC 06/2020 06/2020
Members Trust Company Tampa FL 08/2013 06/2020
Secu Life Insurance Company Raleigh NC 10/2014 06/2020
Fidelity Brokerage Services Raleigh NC 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2008 → 06/2020
    State Employees' Credit Union
    Raleigh, NC
  • 02/2011 → 06/2020
    Secu Brokerage Services
    Raleigh, NC
  • 06/2020 → 06/2020
    Raleigh, NC
  • 08/2013 → 06/2020
    Members Trust Company
    Tampa, FL
  • 10/2014 → 06/2020
    Secu Life Insurance Company
    Raleigh, NC
  • 06/2020 → Present
    Fidelity Brokerage Services
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
  • 2011-10-12 → 2020-06-25
    Cary, NC
    Raleigh, NC
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-11
S63 Uniform Securities Agent State Law Examination 2011-04-28
  • S65 Uniform Investment Adviser Law Examination
    2011-10-11
  • S63 Uniform Securities Agent State Law Examination
    2011-04-28
Designations
Other Names
  • Marquita Shareece Miller
  • Marquita Miller

View on SEC IAPD

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