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James A. Baldree

Strategic Advisers LLC

Charlotte, NC

Rock Hill, SC

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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
SC RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Rock Hill, SC • 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
Assured Life Solutions Hickory NC 06/2015 08/2017
Ubs Financial Services Inc Charlotte NC 12/2017 03/2021
Fidelity Investments Charlotte NC 03/2021 Present
Carolina Made Inc Indian Trail NC 09/2017 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 08/2017
    Assured Life Solutions
    Hickory, NC
  • 12/2017 → 03/2021
    Ubs Financial Services Inc
    Charlotte, NC
  • 03/2021 → Present
    Fidelity Investments
    Charlotte, NC
  • 09/2017 → 12/2017
    Carolina Made Inc
    Indian Trail, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-16
S65 Uniform Investment Adviser Law Examination 2014-04-07
  • S66 Uniform Combined State Law Examination
    2018-02-16
  • S65 Uniform Investment Adviser Law Examination
    2014-04-07
Other Names
  • James Alexander Baldree
  • James Baldree

View on SEC IAPD

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