Haley Egbert

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-05
NC	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-08-05
NC RA
APPROVED

Since 2025-03-31

Branch Locations

Sanford, 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

Organization	City	State	From	To
Triangle Springs Behavioral Health Hospital	Raleigh	NC	04/2022	02/2023
Spherion Raleigh	Raleigh	NC	11/2021	04/2022
United States Army	Fort Hood	TX	07/2016	12/2021
Fidelity Investments	Raleigh	NC	09/2024	Present
Fidelity Talentsource	Durham	NC	02/2023	09/2024
Fidelity Investments	Boston	MA	03/2025	Present

04/2022 → 02/2023

Triangle Springs Behavioral Health Hospital

Raleigh, NC
11/2021 → 04/2022

Spherion Raleigh

Raleigh, NC
07/2016 → 12/2021

United States Army

Fort Hood, TX
09/2024 → Present

Fidelity Investments

Raleigh, NC
02/2023 → 09/2024

Fidelity Talentsource

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-12-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Sanford, NC

Raleigh, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-06

S66 Uniform Combined State Law Examination

2024-12-06

View on SEC IAPD

More in Sanford, NC

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