Karl Desmond Spruill

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

• 04/2012 → 05/2022
  State Employees' Credit Union
  Raleigh, NC
• 09/2013 → 05/2022
  Secu Brokerage Services
  Raleigh, NC
• 09/2013 → 05/2022
  Credit Union Investment Services
  Raleigh, NC
• 09/2014 → 05/2022
  Secu Life Insurance Company
  Raleigh, NC
• 10/2018 → 05/2022
  Members Trust Company
  Tampa, FL
• 05/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2013-09-11 → 2022-05-19
  Credit Union Investment Services
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
• 2011-11-30 → 2012-08-03
  Lpl Financial Llc
  Raleigh, NC
• 2011-05-04 → 2011-06-30
  Waddell & Reed
  Raleigh, NC
• 2005-05-13 → 2006-05-01
  Tiaa-Cref Individual & Institutional Services, Llc
  Durham, NC
  Morrisville, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-05-24
• S65 Uniform Investment Adviser Law Examination
  2011-05-03
• S66 Uniform Combined State Law Examination
  2005-03-11

Other Names

• Karl D Spruill
• Karl Desmond Spruill