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Lyndsay L. Larkin

Strategic Advisers LLC

Raleigh, NC

CRD 7442566

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

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
Fidelity Investments Durham NC 09/2021 Present
Unitypoint Health West Des Moines IA 11/2017 08/2021
Carepartners Asheville NC 03/2013 11/2017
Whole Foods West Des Moines IA 05/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → Present
    Fidelity Investments
    Durham, NC
  • 11/2017 → 08/2021
    Unitypoint Health
    West Des Moines, IA
  • 03/2013 → 11/2017
    Carepartners
    Asheville, NC
  • 05/2018 → 08/2018
    Whole Foods
    West Des Moines, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-25
S63 Uniform Securities Agent State Law Examination 2022-04-29
  • S66 Uniform Combined State Law Examination
    2023-04-25
  • S63 Uniform Securities Agent State Law Examination
    2022-04-29
Other Names
  • Lyndsay Lauren Larkin
  • Lyndsay Lauren Potts
  • Lyndsay L Larkin

View on SEC IAPD

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