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Dana Drury

Strategic Advisers LLC

Cary, NC

Durham, 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 2026-01-08
NC RA APPROVED 2025-07-30
  • TX RA
    APPROVED
    Since 2026-01-08
  • NC RA
    APPROVED
    Since 2025-07-30

Branch Locations

Cary, NC • United States

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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
University Of Colorado, Boulder Boulder CO 01/2021 05/2021
Unemployed San Diego CA 09/2024 11/2024
Learfield Berkeley CA 06/2021 08/2022
Fidelity Investments San Diego CA 11/2024 Present
Mctavish Brands San Diego CA 07/2023 10/2023
Unemployed Boulder CO 05/2021 06/2021
University Of Colorado, Boulder Boulder CO 08/2017 05/2021
Captiv8 San Mateo CA 08/2022 09/2024
Las Lomas High School Walnut Creek CA 08/2013 08/2017
University Of Colorado Athletics Department Boulder CO 08/2019 03/2020
Everything But Water Walnut Creek CA 06/2019 07/2019
Diane'S Beachwear Walnut Creek CA 05/2018 08/2018
  • 01/2021 → 05/2021
    University Of Colorado, Boulder
    Boulder, CO
  • 09/2024 → 11/2024
    Unemployed
    San Diego, CA
  • 06/2021 → 08/2022
    Learfield
    Berkeley, CA
  • 11/2024 → Present
    Fidelity Investments
    San Diego, CA
  • 07/2023 → 10/2023
    Mctavish Brands
    San Diego, CA
  • 05/2021 → 06/2021
    Unemployed
    Boulder, CO
  • 08/2017 → 05/2021
    University Of Colorado, Boulder
    Boulder, CO
  • 08/2022 → 09/2024
    Captiv8
    San Mateo, CA
  • 08/2013 → 08/2017
    Las Lomas High School
    Walnut Creek, CA
  • 08/2019 → 03/2020
    University Of Colorado Athletics Department
    Boulder, CO
  • 06/2019 → 07/2019
    Everything But Water
    Walnut Creek, CA
  • 05/2018 → 08/2018
    Diane'S Beachwear
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-10
  • S66 Uniform Combined State Law Examination
    2025-03-10
Other Names
  • Dana Drury
  • Dana Merrill Drury

View on SEC IAPD

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