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Kailer Scott Slusser

Strategic Advisers LLC

Raleigh, NC

Durham, NC

CRD 7471990

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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

Raleigh, 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
Cinemark Raleigh NC 11/2011 04/2020
Secu Raleigh NC 04/2020 11/2021
Fidelity Durham NC 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2011 → 04/2020
    Cinemark
    Raleigh, NC
  • 04/2020 → 11/2021
    Secu
    Raleigh, NC
  • 11/2021 → Present
    Fidelity
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-129771|OrgNmn:The Perfect Beat DJ Company|Org Addr:Apex,North Caro,US|OBA Nature:DJ Business|Invst Rel:N|Title:Employee|Duties:Set up lights and assist with the song selection|StrtDt:05-08-26|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-29
  • S66 Uniform Combined State Law Examination
    2022-03-29
Other Names
  • Kai Slusser

View on SEC IAPD

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