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William Blake Carpenter

Strategic Advisers LLC

Cary, 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

Cary, 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
Oreilly Auto Parts Morganton NC 09/2013 06/2020
Atrium Health Cleveland Shelby NC 09/2019 06/2020
Gardner Webb University Boiling Springs NC 01/2019 12/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2020 01/2021
Northwestern Mutual Investment Services Llc Durham NC 08/2020 07/2022
Caleb White Durham NC 02/2021 07/2022
Ups Hickory NC 11/2016 01/2017
Gardner-Webb University Boiling Springs NC 08/2016 10/2016
Gardner-Webb University Boiling Springs NC 07/2018 01/2019
Fidelity Investments Durham NC 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 06/2020
    Oreilly Auto Parts
    Morganton, NC
  • 09/2019 → 06/2020
    Atrium Health Cleveland
    Shelby, NC
  • 01/2019 → 12/2019
    Gardner Webb University
    Boiling Springs, NC
  • 06/2020 → 01/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2020 → 07/2022
    Northwestern Mutual Investment Services Llc
    Durham, NC
  • 02/2021 → 07/2022
    Caleb White
    Durham, NC
  • 11/2016 → 01/2017
    Ups
    Hickory, NC
  • 08/2016 → 10/2016
    Gardner-Webb University
    Boiling Springs, NC
  • 07/2018 → 01/2019
    Gardner-Webb University
    Boiling Springs, NC
  • 07/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-08
  • S66 Uniform Combined State Law Examination
    2023-06-08
Other Names
  • Blake Carpenter
  • William Blake Carpenter
  • William Carpenter

View on SEC IAPD

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