Chasty L Bailey

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 07/2017
  The Prudential Insurance Company Of America
  Greensboro, NC
• 11/2016 → 07/2017
  Pruco Securities, Llc
  Charlotte, NC
• 09/2016 → 10/2016
  Randstat
  Charlotte, NC
• 07/2017 → 06/2019
  Ftb Advisors
  Lenoir, NC
• 07/2019 → 12/2021
  Wells Fargo Bank, Na
  Boone, NC
• 07/2019 → 12/2021
  Wells Fargo Clearing Services, Llc
  Boone, NC
• 12/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lenoir, NC
• 2019-11-13 → 2021-12-16
  Wells Fargo Clearing Services, Llc
  Boone, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-11-07
• S63 Uniform Securities Agent State Law Examination
  2006-05-08

Other Names

• Chasty Ann Laws
• Chasty Laws Bailey
• Chasty Bailey