Stephan Buker

Strategic Advisers LLC

Huntersville, NC

Huntersville, 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	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Huntersville, NC • United States

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • 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
Fidelity	Jacksonville	FL	08/2020	Present
Lowes	Deltona	FL	08/2015	11/2016
Ucf	Orlando	FL	07/2016	06/2020
Subway	Orlando	FL	01/2017	01/2018
Sherwin Williams	Orlando	FL	10/2017	05/2018
Apple	Deland	FL	05/2018	07/2020
Fidelity Investments	Boston	MA	03/2025	Present

08/2020 → Present

Fidelity

Jacksonville, FL
08/2015 → 11/2016

Lowes

Deltona, FL
07/2016 → 06/2020

Ucf

Orlando, FL
01/2017 → 01/2018

Subway

Orlando, FL
10/2017 → 05/2018

Sherwin Williams

Orlando, FL
05/2018 → 07/2020

Apple

Deland, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-12-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-23
S63	Uniform Securities Agent State Law Examination	2021-03-10

S66 Uniform Combined State Law Examination

2021-11-23
S63 Uniform Securities Agent State Law Examination

2021-03-10

Designations

Other Names

Stephan Buker
Stephan Caleb Buker

View on SEC IAPD

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