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David Wade Poteet

Strategic Advisers LLC

Durham, NC

Clayton, 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

100 New Millennium Way, Durham, NC 27709-8204 • United States

Clayton, 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 Salt Lake City UT 10/2018 09/2020
Unemployeed 1071 S Arbor Way W UT 08/2018 09/2018
Hough Landscaping 3211 South 1000 West Syracuse UT 06/2018 07/2018
Utah State University Logan UT 08/2017 05/2018
Unemployeed Stansbury Park UT 07/2017 07/2017
Senske Murray UT 02/2017 06/2017
Unemployed Stansbury Park UT 01/2017 01/2017
United Postal Service Salt Lake City UT 11/2016 12/2016
Handcrafted Homes Alpine UT 03/2016 10/2016
Lift Salt Lake City UT 10/2018 10/2018
Fidelity Investments Salt Lake City UT 08/2022 Present
Utah Valley University Orem UT 09/2020 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → 09/2020
    Fidelity Investments
    Salt Lake City, UT
  • 08/2018 → 09/2018
    Unemployeed
    1071 S Arbor Way W, UT
  • 06/2018 → 07/2018
    Hough Landscaping
    3211 South 1000 West Syracuse, UT
  • 08/2017 → 05/2018
    Utah State University
    Logan, UT
  • 07/2017 → 07/2017
    Unemployeed
    Stansbury Park, UT
  • 02/2017 → 06/2017
    Senske
    Murray, UT
  • 01/2017 → 01/2017
    Unemployed
    Stansbury Park, UT
  • 11/2016 → 12/2016
    United Postal Service
    Salt Lake City, UT
  • 03/2016 → 10/2016
    Handcrafted Homes
    Alpine, UT
  • 10/2018 → 10/2018
    Lift
    Salt Lake City, UT
  • 08/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2020 → 08/2022
    Utah Valley University
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-26
S63 Uniform Securities Agent State Law Examination 2019-01-11
  • S66 Uniform Combined State Law Examination
    2022-10-26
  • S63 Uniform Securities Agent State Law Examination
    2019-01-11
Other Names
  • David Wade Poteet
  • David Poteet

View on SEC IAPD

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