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Catherine Frances Levy Belin

Strategic Advisers LLC

Chapel Hill, 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 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chapel Hill, NC • United States

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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
Edward Jones St Louis MO 07/2016 05/2020
Fidelity Durham NC 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 05/2020
    Edward Jones
    St Louis, MO
  • 06/2020 → Present
    Fidelity
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2016-11-14 → 2020-05-18
    Edward Jones
    Durham, NC
    Chapel Hill, NC
    St Louis, MO
    Chapel Hill, NC
    Carrboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-09
  • S66 Uniform Combined State Law Examination
    2016-09-09
Other Names
  • Katie Levy
  • Catherine Frances Levy
  • Catherine Frances Belin

View on SEC IAPD

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