Brian E Ligett

Strategic Advisers LLC

Wake Forest, NC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

Wake Forest, 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

Organization	City	State	From	To
Encompass More, A Division Of Verity Asset Management	Durham	NC	04/2020	08/2022
Appreciation Financial	Raleigh	NC	07/2019	08/2022
Feedtrail	Raleigh	NC	08/2018	06/2019
Weatherby Healthcare	Durham	NC	02/2013	07/2018
Fidelity Investments	Durham	NC	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2020 → 08/2022

Encompass More, A Division Of Verity Asset Management

Durham, NC
07/2019 → 08/2022

Appreciation Financial

Raleigh, NC
08/2018 → 06/2019

Feedtrail

Raleigh, NC
02/2013 → 07/2018

Weatherby Healthcare

Durham, NC
08/2022 → Present

Fidelity Investments

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-01-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC
2020-04-08 → 2022-11-04

Verity Asset Management

Wake Forest, NC

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-27
S65	Uniform Investment Adviser Law Examination	2020-02-13

S66 Uniform Combined State Law Examination

2022-12-27
S65 Uniform Investment Adviser Law Examination

2020-02-13

Other Names

Brian Earl Ligett
Brian Ligett

View on SEC IAPD

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