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Nolan Havran

Strategic Advisers LLC

Durham, NC

Morrisville, 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

100 New Millennium Way, Durham, NC 27709-8204 • United States

Morrisville, 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
Student Montezuma IA 01/2012 07/2020
Hyvee Grinnell IA 07/2020 10/2020
Full Time Education Iowa City IA 07/2020 01/2021
Havran Holdings Llc Montezuma IA 01/2021 01/2022
Fidelity Investments Durham NC 01/2022 Present
Business Consulting Iowa City IA 08/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → 07/2020
    Student
    Montezuma, IA
  • 07/2020 → 10/2020
    Hyvee
    Grinnell, IA
  • 07/2020 → 01/2021
    Full Time Education
    Iowa City, IA
  • 01/2021 → 01/2022
    Havran Holdings Llc
    Montezuma, IA
  • 01/2022 → Present
    Fidelity Investments
    Durham, NC
  • 08/2021 → 12/2021
    Business Consulting
    Iowa City, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-65993|OrgNmn:Havran Holdings LLC|Org Addr:Montezuma,Iowa,US|OBA Nature:Has five units rental homes|Invst Rel:Y|Title:Owner|Duties:Owner|StrtDt:01-01-21|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-19
S63 Uniform Securities Agent State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2022-12-19
  • S63 Uniform Securities Agent State Law Examination
    2022-08-19
Other Names
  • Nolan Richard Havran
  • Nolan Havran

View on SEC IAPD

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