Lionel Maxwell Mitchell

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 → Present
  Fidelity Investments
  Durham, NC
• 03/2021 → 12/2021
  Alsco
  Durham, NC
• 01/2021 → 03/2021
  Green Enterprises
  Hillsborough, NC
• 09/2020 → 01/2021
  Corning Life Sciences
  Durham, NC
• 04/2020 → 09/2020
  Securitas
  Durham, NC
• 08/2014 → 07/2020
  Canteen
  Durham, NC
• 03/2020 → 04/2020
  Unemployment
  Oxford, NC

Other Businesses

OBA-65060|OrgNmn:Peaces Chapel Baptist Church|Org Addr:Kittrell,North Caro,US|OBA Nature:Religious|Invst Rel:N|Title:Independent Contractor|Duties:clean church weekly|StrtDt:12-13-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-09-26
• S63 Uniform Securities Agent State Law Examination
  2022-07-12