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Lauren Fae Newlin

Strategic Advisers LLC

Durham, NC

Wake Forest, 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

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States

Wake Forest, 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
Kindercare Raleigh NC 02/2021 08/2021
Bolender Horse Park, Nw Steel Design, Imtca Silver Creek WA 04/2020 11/2020
Qkids Xiamen 07/2018 07/2021
The Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 05/2016 11/2017
Full Time Education Rexburg ID 11/2017 07/2018
Fidelity Investment Durham NC 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 08/2021
    Kindercare
    Raleigh, NC
  • 04/2020 → 11/2020
    Bolender Horse Park, Nw Steel Design, Imtca
    Silver Creek, WA
  • 07/2018 → 07/2021
    Qkids
    Xiamen
  • 05/2016 → 11/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 11/2017 → 07/2018
    Full Time Education
    Rexburg, ID
  • 09/2021 → Present
    Fidelity Investment
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-10
S63 Uniform Securities Agent State Law Examination 2022-05-12
  • S66 Uniform Combined State Law Examination
    2023-02-10
  • S63 Uniform Securities Agent State Law Examination
    2022-05-12

View on SEC IAPD

Other Firms

BRYANT & BRANNOCK, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC
EDWARD JONES · DURHAM, NC

More in Durham, NC

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