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Troy Lincoln Konzen

Strategic Advisers LLC

Durham, 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
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

Durham, 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
Fidelity Investments Durham NC 06/2021 Present
Olson Remodeling And Construction Iowa City IA 07/2020 06/2021
Costco Coralville IA 11/2020 04/2021
Hy-Vee Iowa City IA 07/2015 01/2019
The Hon Company Muscatine IA 01/2019 06/2020
Student Iowa City IA 08/2015 12/2019
Geico Coralville IA 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Durham, NC
  • 07/2020 → 06/2021
    Olson Remodeling And Construction
    Iowa City, IA
  • 11/2020 → 04/2021
    Costco
    Coralville, IA
  • 07/2015 → 01/2019
    Hy-Vee
    Iowa City, IA
  • 01/2019 → 06/2020
    The Hon Company
    Muscatine, IA
  • 08/2015 → 12/2019
    Student
    Iowa City, IA
  • 06/2018 → 08/2018
    Geico
    Coralville, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-119343|OrgNmn:Selling cards on Ebay|Org Addr:Durham,North Caro,US|OBA Nature:Selling Pokemon and Yughioh ca|Invst Rel:N|Title:None. Selling Pokemon and Yughi|Duties:After work or on the weekends I take a few minutes to list new cards and/or mail out ones that sold. This does NOT detract from or interfere|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-02
  • S66 Uniform Combined State Law Examination
    2022-08-02
Other Names
  • Troy Lincoln Konzen
  • Troy Konzen

View on SEC IAPD

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