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Griffin Shively

Strategic Advisers LLC

Cary, NC

Cary, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
NC RA APPROVED 2025-05-08
  • TX RA
    APPROVED
    Since 2026-02-04
  • NC RA
    APPROVED
    Since 2025-05-08

Branch Locations

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

Cary, 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 Cary NC 11/2024 Present
Southern Mobility And Medical Raleigh NC 01/2023 11/2024
Alamance Country Club Fitness Center Burlington NC 04/2018 10/2024
Sonic Automotive Inc. Charlotte NC 06/2022 08/2022
Sonic Automotive Inc. Charlotte NC 06/2021 08/2021
Firehouse Subs Burlington NC 11/2018 08/2019
Student Burlington NC 08/2014 04/2018
  • 11/2024 → Present
    Fidelity Investments
    Cary, NC
  • 01/2023 → 11/2024
    Southern Mobility And Medical
    Raleigh, NC
  • 04/2018 → 10/2024
    Alamance Country Club Fitness Center
    Burlington, NC
  • 06/2022 → 08/2022
    Sonic Automotive Inc.
    Charlotte, NC
  • 06/2021 → 08/2021
    Sonic Automotive Inc.
    Charlotte, NC
  • 11/2018 → 08/2019
    Firehouse Subs
    Burlington, NC
  • 08/2014 → 04/2018
    Student
    Burlington, NC
Other Businesses

OBA-125386|OrgNmn:Amazon Influencer Program|Org Addr:Cary,North Caro,US|OBA Nature:Amazon Influencer Program|Invst Rel:N|Title:Member of the Amazon Influencer P|Duties:Record video reviews of various products on Amazon.com|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-30
  • S66 Uniform Combined State Law Examination
    2025-04-30

View on SEC IAPD

Other Firms

VERATIS ADVISORS, INC.
RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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