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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

Cary, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Charles Schwab Westlake TX 06/2022 08/2022
Lieber State Recreation Area Cloverdale IN 05/2020 08/2020
Lieber State Recreation Area Cloverdale IN 05/2017 09/2019
Lieber State Recreation Area Cloverdale IN 05/2021 09/2021
Indiana University (Bloomington) Bloomington IN 08/2019 05/2023
Cloverdale Community School'S Cloverdale IN 08/2007 05/2019
Fidelity Investments Durham NC 09/2023 Present
The Fluttering Duck Greencastle IN 08/2023 09/2023
Unemployed Cloverdale IN 05/2023 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 08/2022
    Charles Schwab
    Westlake, TX
  • 05/2020 → 08/2020
    Lieber State Recreation Area
    Cloverdale, IN
  • 05/2017 → 09/2019
    Lieber State Recreation Area
    Cloverdale, IN
  • 05/2021 → 09/2021
    Lieber State Recreation Area
    Cloverdale, IN
  • 08/2019 → 05/2023
    Indiana University (Bloomington)
    Bloomington, IN
  • 08/2007 → 05/2019
    Cloverdale Community School'S
    Cloverdale, IN
  • 09/2023 → Present
    Fidelity Investments
    Durham, NC
  • 08/2023 → 09/2023
    The Fluttering Duck
    Greencastle, IN
  • 05/2023 → 08/2023
    Unemployed
    Cloverdale, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cary, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-12-18
Other Names
  • Rylan Hall
  • Rylan Lee Hall

View on SEC IAPD

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