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Geoffrey Coyne

Strategic Advisers LLC

Charlotte, NC

Charlotte, 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
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Charlotte, 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
Unemployed North Kingstown RI 08/2017 06/2020
George'S Of Galilee Naragansett RI 06/2020 07/2024
Boon Street Market Naragansett RI 05/2024 08/2024
Unemployed North Kingstown RI 07/2014 08/2017
Unemployed Columbia SC 08/2021 05/2024
Unemployed Newport News VA 08/2020 04/2021
The Virtus Group Providence RI 05/2022 08/2022
Fidelity Investments Charlotte NC 08/2024 Present
United Parking Llc Providence RI 06/2021 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 06/2020
    Unemployed
    North Kingstown, RI
  • 06/2020 → 07/2024
    George'S Of Galilee
    Naragansett, RI
  • 05/2024 → 08/2024
    Boon Street Market
    Naragansett, RI
  • 07/2014 → 08/2017
    Unemployed
    North Kingstown, RI
  • 08/2021 → 05/2024
    Unemployed
    Columbia, SC
  • 08/2020 → 04/2021
    Unemployed
    Newport News, VA
  • 05/2022 → 08/2022
    The Virtus Group
    Providence, RI
  • 08/2024 → Present
    Fidelity Investments
    Charlotte, NC
  • 06/2021 → 10/2021
    United Parking Llc
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-10
  • S66 Uniform Combined State Law Examination
    2024-12-10
Other Names
  • Geoffrey Kenneth Coyne

View on SEC IAPD

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