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Steven Balerna

Strategic Advisers LLC

Charlotte, 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

Charlotte, 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
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 04/2011 11/2020
Tiaa Charlotte NC 04/2011 11/2020
Fidelity Investments Jacksonville NC 04/2021 Present
Unemployed Charlotte NC 11/2020 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2011 → 11/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 04/2011 → 11/2020
    Tiaa
    Charlotte, NC
  • 04/2021 → Present
    Fidelity Investments
    Jacksonville, NC
  • 11/2020 → 04/2021
    Unemployed
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-59491|OrgNmn:INTERIE LLC|Org Addr:CHARLOTTE,North Caro,US|OBA Nature:SELLING PRODUCTS ON AMAZON|Invst Rel:N|Title:OWNER|Duties:ADMINISTRATIVE|StrtDt:07-06-20|TotHrs/mon:32|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-21
S63 Uniform Securities Agent State Law Examination 2011-05-25
  • S66 Uniform Combined State Law Examination
    2014-01-21
  • S63 Uniform Securities Agent State Law Examination
    2011-05-25
Other Names
  • Steven David Balerna

View on SEC IAPD

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