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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

Chapel Hill, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Nc State Employees Credit Union Chapel Hill NC 02/2018 11/2021
Marion's Jewelry Mt. Airy NC 12/2010 02/2018
Marion's Engravables Mt. Airy NC 01/2002 02/2018
Fidelity Investments Durham NC 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 11/2021
    Nc State Employees Credit Union
    Chapel Hill, NC
  • 12/2010 → 02/2018
    Marion's Jewelry
    Mt. Airy, NC
  • 01/2002 → 02/2018
    Marion's Engravables
    Mt. Airy, NC
  • 11/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-03
  • S66 Uniform Combined State Law Examination
    2022-05-03

View on SEC IAPD

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