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Jessica Nycz

Strategic Advisers LLC

Cary, NC

Cary, NC

Raleigh, 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
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2500 Regency Parkway, Cary, NC 27518-8549 • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

Raleigh, NC • 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
Dressbarn Garner NC 05/2012 09/2016
Museum Of Life And Science Durham NC 09/2017 02/2019
Museum Of Durham History Durham NC 05/2019 12/2020
Bentwinds Golf & Country Club Fuquay-Varina NC 05/2019 12/2019
Ymca Of The Triangle Cary NC 07/2019 12/2020
Harris Teeter Cary NC 05/2020 06/2021
Fidelity Investments Durham NC 01/2022 Present
North Carolina State University Raleigh NC 08/2018 05/2020
Unemployed Raleigh NC 09/2016 09/2017
University Of North Carolina At Wilmington Wilmington NC 08/2020 01/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → 09/2016
    Dressbarn
    Garner, NC
  • 09/2017 → 02/2019
    Museum Of Life And Science
    Durham, NC
  • 05/2019 → 12/2020
    Museum Of Durham History
    Durham, NC
  • 05/2019 → 12/2019
    Bentwinds Golf & Country Club
    Fuquay-Varina, NC
  • 07/2019 → 12/2020
    Ymca Of The Triangle
    Cary, NC
  • 05/2020 → 06/2021
    Harris Teeter
    Cary, NC
  • 01/2022 → Present
    Fidelity Investments
    Durham, NC
  • 08/2018 → 05/2020
    North Carolina State University
    Raleigh, NC
  • 09/2016 → 09/2017
    Unemployed
    Raleigh, NC
  • 08/2020 → 01/2022
    University Of North Carolina At Wilmington
    Wilmington, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
  • S66 Uniform Combined State Law Examination
    2022-05-26
Other Names
  • Jessica Catherine Lloyd
  • Jessica Lloyd
  • Jessica Catherine Nycz

View on SEC IAPD

Other Firms

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RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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