Lewis Mckee Pate

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 12/2023
  Fidelity Investments
  Durham, NC
• 08/2013 → 11/2021
  Truist
  Chapel Hill / Pittsboro / Apex, NC
• 12/2023 → 02/2024
  Morgan Stanley
  Chapel Hill, NC
• 02/2024 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2022-05-03 → 2023-12-08
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-04-21

Other Names

• Lewis Mckee Pate
• Lewis Pate
• Lewis Mckee Pate
• Lewis M Pate
• Lewis Mckee Pate