Richard Eli Mills

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 04/2024
  First Citizens Investor Services
  Raleigh, NC
• 08/2015 → 08/2019
  Southwest Guilford High School
  High Point, NC
• 08/2019 → 06/2023
  North Carolina State University
  Raleigh, NC
• 01/2019 → 07/2019
  River Landing At Sandy Ridge
  High Point, NC
• 05/2020 → 07/2020
  Fedex
  Kernersville, NC
• 05/2021 → 07/2021
  Raleigh Country Club
  Raleigh, NC
• 05/2021 → 08/2022
  Rga Investments
  Raleigh, NC
• 05/2023 → 04/2024
  First Citizens Bank
  Columbia, SC
• 05/2024 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-08-21
• S63 Uniform Securities Agent State Law Examination
  2023-07-27

Other Names

• Richard Eli Mills
• Richard Mills