Wells Preston Clark

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 → Present
  Fidelity Investments
  Durham, NC
• 08/2019 → 06/2023
  North Carolina State University
  Raleigh, NC
• 07/2021 → 05/2022
  Rga Investments
  Raleigh, NC
• 03/2021 → 07/2021
  George Pickett And Associates
  Apex, NC
• 12/2020 → 03/2021
  Ogletree Deakins
  Raleigh, NC
• 09/2020 → 11/2020
  Americans For Prosperity/Talentwave
  Raleigh, NC
• 06/2020 → 08/2020
  Allegra Print And Imaging
  Winston Salem, NC
• 06/2020 → 06/2020
  Postmates
  Winston Salem, NC
• 08/2015 → 06/2019
  Mount Tabor High School
  Winston Salem, NC
• 06/2019 → 08/2019
  Allegra Print And Imaging
  Winston Salem, NC
• 06/2018 → 08/2018
  Allegra Print And Imaging
  Winston Salem, NC
• 06/2017 → 08/2017
  Allegra Print And Imaging
  Winston Salem, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-11-09

Other Names

• Wells Preston Clark
• Wells Clark