Joel Reynolds

Strategic Advisers LLC

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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

Raleigh, NC • United States

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • 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
Quik Trip	Fort Worth	TX	06/2022	08/2022
Northwestern Mutual	Fort Worth	TX	09/2021	04/2022
Waterman Arch Supports	Arlington	TX	03/2021	09/2021
Lowe's Home Improvement	Monroe	WA	06/2020	03/2021
Amazon.cOm	Kirkland	WA	05/2020	06/2020
Ecg Church	Pretoria		11/2016	05/2020
Booking.cOm	Bellevue	WA	08/2014	11/2016
Fidelity Investments	Westlake	TX	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2022 → 08/2022

Quik Trip

Fort Worth, TX
09/2021 → 04/2022

Northwestern Mutual

Fort Worth, TX
03/2021 → 09/2021

Waterman Arch Supports

Arlington, TX
06/2020 → 03/2021

Lowe's Home Improvement

Monroe, WA
05/2020 → 06/2020

Amazon.cOm

Kirkland, WA
11/2016 → 05/2020

Ecg Church

Pretoria
08/2014 → 11/2016

Booking.cOm

Bellevue, WA
08/2022 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-11-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-14

S66 Uniform Combined State Law Examination

2023-04-14

View on SEC IAPD

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