Best Investors Account Sign in

Thomas Daniel Karry

Strategic Advisers LLC

Wake Forest, NC

Durham, NC

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Wake Forest, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Bank Of America, N.A. Marietta GA 01/2015 10/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marietta GA 01/2015 10/2021
Fidelity Investments Durham NC 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2022-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2015-02-06 → 2021-10-25
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Marietta, GA
    Marietta, GA
    Marietta, GA
    Marietta, GA
    Smyrna, GA
    Marietta, GA
    Raleigh, NC
    Franklin, TN
    Raleigh, NC
  • 2013-09-04 → 2015-01-23
    Harrisdirect Llc
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-03
S63 Uniform Securities Agent State Law Examination 2006-05-11
  • S66 Uniform Combined State Law Examination
    2013-09-03
  • S63 Uniform Securities Agent State Law Examination
    2006-05-11

View on SEC IAPD

More in Wake Forest, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor