Joshua Gram Spear

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 02/2023
  Level Four Advisory Services, Llc
  Dallas, TX
• 07/2018 → 03/2022
  Southern Bank And Trust
  Raleigh, NC
• 07/2016 → 07/2018
  Campbell Law School
  Raleigh, NC
• 06/2022 → 03/2023
  Level Four Financial, Llc
  Dallas, TX
• 03/2023 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2022-04-19 → 2023-02-17
  Level Four Advisory Services
  Dallas, TX
  Goldsboro, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-07
• S65 Uniform Investment Adviser Law Examination
  2021-09-28

Other Names

• Ingram Spear
• Joshua Gram Spear
• Joshua Spear