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Charles Dwight Bailey

Strategic Advisers LLC

Charlotte, NC

Huntersville, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-04
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-09-04
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Charlotte, 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
OrganizationCityStateFromTo
Student Pittsboro NC 09/2016 05/2017
Chatham County Schools Pittsboro NC 06/2017 08/2017
Student Boone NC 09/2017 01/2018
Lowes Home Improvement Boone NC 01/2018 01/2020
Student Boone NC 02/2020 06/2020
Grandfather Golf And Country Club Linville NC 07/2020 01/2021
Pedalin Pig Boone Boone NC 02/2021 07/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2021 03/2023
Northwestern Mutual Investment Services Llc Asheville NC 01/2022 03/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2022 03/2023
Guardian Life Insurance Company Mt Pleasant SC 03/2023 10/2023
Park Avenue Securities Llc Mt Pleasant SC 03/2023 10/2023
Fidelity Investments Huntersville NC 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 05/2017
    Student
    Pittsboro, NC
  • 06/2017 → 08/2017
    Chatham County Schools
    Pittsboro, NC
  • 09/2017 → 01/2018
    Student
    Boone, NC
  • 01/2018 → 01/2020
    Lowes Home Improvement
    Boone, NC
  • 02/2020 → 06/2020
    Student
    Boone, NC
  • 07/2020 → 01/2021
    Grandfather Golf And Country Club
    Linville, NC
  • 02/2021 → 07/2021
    Pedalin Pig Boone
    Boone, NC
  • 08/2021 → 03/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2022 → 03/2023
    Northwestern Mutual Investment Services Llc
    Asheville, NC
  • 04/2022 → 03/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2023 → 10/2023
    Guardian Life Insurance Company
    Mt Pleasant, SC
  • 03/2023 → 10/2023
    Park Avenue Securities Llc
    Mt Pleasant, SC
  • 11/2023 → Present
    Fidelity Investments
    Huntersville, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Huntersville, NC
  • 2023-04-13 → 2023-11-01
    Park Avenue Securities Llc
    Mt Pleasant, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-11
S63 Uniform Securities Agent State Law Examination 2022-03-21
  • S66 Uniform Combined State Law Examination
    2023-04-11
  • S63 Uniform Securities Agent State Law Examination
    2022-03-21
Other Names
  • Chaz Bailey
  • Charles Dwight Bailey
  • Charles Bailey
  • Charles Dwight Bailey

View on SEC IAPD

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