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Liam Duggan

Strategic Advisers LLC

Charlotte, NC

Charlotte, 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

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States

Charlotte, 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
The Vanguard Group, Inc. Charlotte NC 06/2019 04/2021
Hms Landscaping West Roxbury MA 03/2019 06/2019
Massbiologics Boston MA 05/2018 08/2018
Ymca Of Greater Boston West Roxbury MA 03/2013 08/2018
University Of South Carolina Columbia SC 08/2014 12/2018
Fidelity Investments Jacksonville FL 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 04/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2019 → 06/2019
    Hms Landscaping
    West Roxbury, MA
  • 05/2018 → 08/2018
    Massbiologics
    Boston, MA
  • 03/2013 → 08/2018
    Ymca Of Greater Boston
    West Roxbury, MA
  • 08/2014 → 12/2018
    University Of South Carolina
    Columbia, SC
  • 04/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-22
S63 Uniform Securities Agent State Law Examination 2019-08-20
  • S66 Uniform Combined State Law Examination
    2020-06-22
  • S63 Uniform Securities Agent State Law Examination
    2019-08-20
Other Names
  • Liam Duggan
  • Liam Michael Duggan

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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