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Alvydas Knasas

Strategic Advisers LLC

Cary, NC

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
CA RA APPROVED 2025-03-31
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cary, NC • United States

2500 Regency Parkway, Cary, NC 27518-8549 • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • 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 Brokerage Services, Llc Boston MA 03/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2008 → Present
    Fidelity Brokerage Services, Llc
    Boston, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Cary, NC
    Raleigh, NC
    Cary, NC
  • 2011-04-25 → 2018-07-13
    Strategic Advisers Llc
    Burlingame, CA
Other Businesses

OBA-68668|OrgNmn:Darwin Hill LLC|Org Addr:Miami,Florida,US|OBA Nature:LLC for property|Invst Rel:Y|Title:managing partner|Duties:partner|StrtDt:05-23-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-20
S63 Uniform Securities Agent State Law Examination 2008-08-26
  • S65 Uniform Investment Adviser Law Examination
    2011-04-20
  • S63 Uniform Securities Agent State Law Examination
    2008-08-26
Designations
Other Names
  • Alvydas Juozaf Knasas
  • Alvy Knasas
  • Alvydas Juozas Knasas
  • Alvy Juozas Knasas

View on SEC IAPD

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