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Adam A Bailey

Strategic Advisers LLC

Cary, NC

Cary, NC

New Hill, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

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

New Hill, 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
Fidelity Brokerage Services Llc Marlborough MA 01/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2006 → Present
    Fidelity Brokerage Services Llc
    Marlborough, 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
    New Hill, NC
    Cary, NC
    Cary, NC
  • 2011-05-10 → 2018-07-13
    Strategic Advisers Llc
    Durham, NC
    Cary, NC
    Cary, NC
Other Businesses

OBA-6980|OrgNmn:No Paint No Stain LLC|Org Addr:New Hill,North Caro,US|OBA Nature:Build and desing realistic woo|Invst Rel:N|Title:Artist, owner|Duties:I make art from pieces of wood. |StrtDt:09-02-16|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-09
S63 Uniform Securities Agent State Law Examination 2006-04-06
  • S66 Uniform Combined State Law Examination
    2011-05-09
  • S63 Uniform Securities Agent State Law Examination
    2006-04-06

View on SEC IAPD

Other Firms

VERATIS ADVISORS, INC.
RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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