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Scott Markel

Strategic Advisers LLC

Wake Forest, NC

Durham, 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_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Wake Forest, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Edward Jones St Louis MO 07/2018 03/2023
Standard Furniture Bay Minette AL 09/2011 05/2018
Fidelity Investments Durham NC 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 03/2023
    Edward Jones
    St Louis, MO
  • 09/2011 → 05/2018
    Standard Furniture
    Bay Minette, AL
  • 03/2023 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2018-11-28 → 2023-03-03
    Edward Jones
    Wake Forest, NC
    St Louis, MO
    Raleigh, NC
    Raleigh, NC
    Wake Forest, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-20
  • S66 Uniform Combined State Law Examination
    2018-11-20
Other Names
  • Scott Eugene Markel

View on SEC IAPD

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