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Isaac Velez-Gonzalez

Strategic Advisers LLC

Huntersville, 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 2026-03-11
TX RA APPROVED 2026-03-11
  • NC RA
    APPROVED
    Since 2026-03-11
  • TX RA
    APPROVED
    Since 2026-03-11

Branch Locations

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • 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
Clubfitness Greensboro NC 04/2017 10/2024
Green Valley Grill Greensboro NC 10/2024 04/2025
Chapel Hill Country Club Chapel Hill NC 01/2023 05/2023
Ussf Greensboro NC 04/2017 01/2019
The Academy At Lincoln Greensboro NC 08/2014 04/2017
Old North State Medical Society Greensboro NC 04/2020 11/2020
Fidelity Investments Salt Lake City UT 04/2025 Present
David Omari Social Media Academy Llc Atlanta GA 11/2023 03/2024
  • 04/2017 → 10/2024
    Clubfitness
    Greensboro, NC
  • 10/2024 → 04/2025
    Green Valley Grill
    Greensboro, NC
  • 01/2023 → 05/2023
    Chapel Hill Country Club
    Chapel Hill, NC
  • 04/2017 → 01/2019
    Ussf
    Greensboro, NC
  • 08/2014 → 04/2017
    The Academy At Lincoln
    Greensboro, NC
  • 04/2020 → 11/2020
    Old North State Medical Society
    Greensboro, NC
  • 04/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2023 → 03/2024
    David Omari Social Media Academy Llc
    Atlanta, GA
Other Businesses

OBA-118513|OrgNmn:Velez Industries LLC|Org Addr:Greensboro,North Caro,US|OBA Nature:Personal Development Podcast|Invst Rel:N|Title:Sole Proprietor|Duties:Content Creation|StrtDt:02-28-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-05
S63 Uniform Securities Agent State Law Examination 2025-06-18
  • S66 Uniform Combined State Law Examination
    2026-03-05
  • S63 Uniform Securities Agent State Law Examination
    2025-06-18

View on SEC IAPD

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