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Okwuchi Vera Uhiara

Strategic Advisers LLC

Charlotte, NC

CRD 6186913

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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:

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

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 11/2015 05/2018
Bank Of America, N.A. Houston TX 11/2015 05/2018
Unemployed Sugar Land TX 06/2018 01/2019
Jpmorgan Chase Bank, N.A. Houston TX 02/2019 05/2020
J.P. Morgan Securities Llc Houston TX 02/2019 05/2020
Allstate Financial Services Houston TX 06/2020 04/2021
Fidelity Investments Westlake TX 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 05/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
  • 11/2015 → 05/2018
    Bank Of America, N.A.
    Houston, TX
  • 06/2018 → 01/2019
    Unemployed
    Sugar Land, TX
  • 02/2019 → 05/2020
    Jpmorgan Chase Bank, N.A.
    Houston, TX
  • 02/2019 → 05/2020
    J.P. Morgan Securities Llc
    Houston, TX
  • 06/2020 → 04/2021
    Allstate Financial Services
    Houston, TX
  • 04/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-132350|OrgNmn:Lumen Aster|Org Addr:Charlotte,North Caro,US|OBA Nature:Lumen Aster is a sole propriet|Invst Rel:N|Title:Sole Proprietor|Duties:Create educational content and occasionally host workshops or coaching sessions in personal development and wellness.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-127624|OrgNmn:Vera Uhiara Real Estate Referrals|Org Addr:Charlotte,North Caro,US|OBA Nature:Referral-only real estate acti|Invst Rel:Y|Title:Sole Proprietor|Duties:Occasionally referring individuals to licensed real estate agents. No showings, listings, or contracts.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-23
S63 Uniform Securities Agent State Law Examination 2014-01-04
  • S66 Uniform Combined State Law Examination
    2016-01-23
  • S63 Uniform Securities Agent State Law Examination
    2014-01-04
Other Names
  • Vera Okwuchi
  • Okwuchi Uhiara
  • Vera Uhiara

View on SEC IAPD

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