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Lorena Croft

Strategic Advisers LLC

Simpsonville, SC

Greenville, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Simpsonville, SC • United States

210 South Main St, Greenville, SC 29601-2832 • 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
Wells Fargo Clearing Services Charlotte NC 01/2019 08/2020
Rhi General Group San Ramon CA 01/2019 05/2019
Liz Berry State Farm Insurance Simpsonville SC 03/2018 01/2019
Mcalister's Deli Clemson SC 01/2018 02/2018
Onemain Financial Seneca SC 06/2017 12/2017
Clemson University Clemson SC 08/2013 12/2017
Toronto-Dominion Bank Greenville SC 08/2020 04/2021
Fidelity Investments Greenville SC 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → 08/2020
    Wells Fargo Clearing Services
    Charlotte, NC
  • 01/2019 → 05/2019
    Rhi General Group
    San Ramon, CA
  • 03/2018 → 01/2019
    Liz Berry State Farm Insurance
    Simpsonville, SC
  • 01/2018 → 02/2018
    Mcalister's Deli
    Clemson, SC
  • 06/2017 → 12/2017
    Onemain Financial
    Seneca, SC
  • 08/2013 → 12/2017
    Clemson University
    Clemson, SC
  • 08/2020 → 04/2021
    Toronto-Dominion Bank
    Greenville, SC
  • 04/2021 → Present
    Fidelity Investments
    Greenville, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-22
S63 Uniform Securities Agent State Law Examination 2019-04-06
  • S65 Uniform Investment Adviser Law Examination
    2022-11-22
  • S63 Uniform Securities Agent State Law Examination
    2019-04-06

View on SEC IAPD

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