Donnie Craig Spell

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

• 05/2022 → Present
  Fidelity Investments
  Durham, NC
• 08/2019 → 12/2021
  High Point University
  High Point, NC
• 03/2021 → 08/2021
  Usa Baseball Federation
  Durham, NC
• 03/2020 → 05/2020
  Usa Baseball Federation
  Durham, NC
• 06/2019 → 08/2019
  Duke University
  Durham, NC
• 05/2012 → 06/2019
  Unemployed
  Hurdle Mills, NC
• 01/2022 → 05/2022
  Full-Time Education
  High Point, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-10-07

Other Names

• Donnie Spell