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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-30
TX RA APPROVED 2025-03-31
  • SC RA
    APPROVED
    Since 2025-07-30
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Greer, SC • 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
Wells Fargo Clearing Services Llc Charlotte NC 08/2021 03/2023
Us Tech Solutions Jersey City NJ 08/2021 11/2021
Eagle Chase Golf Club Marshville NC 05/2017 08/2017
Auto Zone Sylva NC 01/2019 05/2019
Laurel Ridge Country Club Waynesville NC 05/2019 09/2019
Laurel Ridge Country Club Waynesville NC 05/2020 07/2020
Central Academy Of Technology And The Arts High School Monroe NC 08/2013 05/2017
Western Carolina University Marshville NC 08/2017 01/2019
Western Carolina University Cullowhee NC 09/2019 05/2020
Western Carolina University Cullowhee NC 07/2020 05/2021
Western Carolina University Cullowhee NC 08/2017 05/2021
Fidelity Investments Durham NC 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 03/2023
    Wells Fargo Clearing Services Llc
    Charlotte, NC
  • 08/2021 → 11/2021
    Us Tech Solutions
    Jersey City, NJ
  • 05/2017 → 08/2017
    Eagle Chase Golf Club
    Marshville, NC
  • 01/2019 → 05/2019
    Auto Zone
    Sylva, NC
  • 05/2019 → 09/2019
    Laurel Ridge Country Club
    Waynesville, NC
  • 05/2020 → 07/2020
    Laurel Ridge Country Club
    Waynesville, NC
  • 08/2013 → 05/2017
    Central Academy Of Technology And The Arts High School
    Monroe, NC
  • 08/2017 → 01/2019
    Western Carolina University
    Marshville, NC
  • 09/2019 → 05/2020
    Western Carolina University
    Cullowhee, NC
  • 07/2020 → 05/2021
    Western Carolina University
    Cullowhee, NC
  • 08/2017 → 05/2021
    Western Carolina University
    Cullowhee, NC
  • 03/2023 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-29
S63 Uniform Securities Agent State Law Examination 2021-10-22
  • S66 Uniform Combined State Law Examination
    2024-03-29
  • S63 Uniform Securities Agent State Law Examination
    2021-10-22
Other Names
  • Mickey Styne
  • Earl Styne
  • Earl Michael Styne
  • Earl Michael Styne

View on SEC IAPD

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