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Carlie Powers

Strategic Advisers LLC

Boston, MA

Brookline, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Brookline, MA • 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
Morgan Stanley Smith Barney Llc Leawood KS 06/2016 05/2018
Morgan Stanley Private Bank, N.A. New York NY 06/2018 07/2020
Fidelity Investments Boston MA 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 05/2018
    Morgan Stanley Smith Barney Llc
    Leawood, KS
  • 06/2018 → 07/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 07/2020 → Present
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-03-14 → 2020-07-02
    Morgan Stanley
    Leawood, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-14
  • S66 Uniform Combined State Law Examination
    2017-03-14
Designations
Other Names
  • Carlie Joann Powers
  • Carlie Powers

View on SEC IAPD

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Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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