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Adam J. Peery

Strategic Advisers LLC

Chapel Hill, NC

Cary, NC

Cary, NC

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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

Chapel Hill, NC • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

2500 Regency Parkway, Cary, NC 27518-8549 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cary NC 05/2014 03/2022
Bank Of America, N.A. Cary NC 05/2014 03/2022
Fidelity Investments Cary NC 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-06
  • S66 Uniform Combined State Law Examination
    2018-09-06
Other Names
  • Adam Peery
  • Adam James Peery

View on SEC IAPD

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