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Tanner Levi Gilbert

Strategic Advisers LLC

Graham, NC

Durham, 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
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Graham, NC • United States

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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
Fidelity Investments Durham NC 01/2022 Present
Betty Andrews Investment Management Burlington NC 02/2020 03/2020
W.E. Love And Associates Burlington NC 05/2019 08/2019
W.E. Love And Associates Burlington NC 01/2017 07/2018
University Of North Carolina Wilmington Wilmington NC 08/2016 12/2016
George Mason University Fairfax VA 08/2018 05/2019
George Mason University Fairfax VA 08/2019 12/2019
University Of North Carolina Greensboro Greensboro NC 03/2020 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Durham, NC
  • 02/2020 → 03/2020
    Betty Andrews Investment Management
    Burlington, NC
  • 05/2019 → 08/2019
    W.E. Love And Associates
    Burlington, NC
  • 01/2017 → 07/2018
    W.E. Love And Associates
    Burlington, NC
  • 08/2016 → 12/2016
    University Of North Carolina Wilmington
    Wilmington, NC
  • 08/2018 → 05/2019
    George Mason University
    Fairfax, VA
  • 08/2019 → 12/2019
    George Mason University
    Fairfax, VA
  • 03/2020 → 12/2021
    University Of North Carolina Greensboro
    Greensboro, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-05
  • S66 Uniform Combined State Law Examination
    2022-08-05

View on SEC IAPD

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