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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

Raleigh, NC • United States

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • 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 03/2022 Present
Ixl Center Miami FL 09/2021 11/2021
Bubble New York NY 12/2020 04/2021
Bubble New York NY 06/2018 09/2018
Allbridge Raleigh NC 05/2017 06/2018
Code A Site Durham NC 06/2019 08/2019
Ravenscroft Raleigh NC 08/2016 05/2017
Long Island University Greenvale NC 08/2017 05/2018
North Carolina State University Raleigh NC 08/2018 05/2021
University Of Miami Coral Gables FL 05/2021 12/2021
Unemployed Wilmington NC 01/2022 03/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → Present
    Fidelity Investments
    Durham, NC
  • 09/2021 → 11/2021
    Ixl Center
    Miami, FL
  • 12/2020 → 04/2021
    Bubble
    New York, NY
  • 06/2018 → 09/2018
    Bubble
    New York, NY
  • 05/2017 → 06/2018
    Allbridge
    Raleigh, NC
  • 06/2019 → 08/2019
    Code A Site
    Durham, NC
  • 08/2016 → 05/2017
    Ravenscroft
    Raleigh, NC
  • 08/2017 → 05/2018
    Long Island University
    Greenvale, NC
  • 08/2018 → 05/2021
    North Carolina State University
    Raleigh, NC
  • 05/2021 → 12/2021
    University Of Miami
    Coral Gables, FL
  • 01/2022 → 03/2022
    Unemployed
    Wilmington, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02
Other Names
  • Scotty R Crouthamel

View on SEC IAPD

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