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Brian Bosman

Strategic Advisers LLC

Wendell, 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
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Wendell, 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
Fidelity Investments Durham NC 06/2022 Present
Archivesocial Durham NC 01/2022 05/2022
University Of North Carolina Wilmington Wilmington NC 08/2021 12/2021
Charlotte Mecklenburg Schools Charlotte NC 06/2019 11/2021
Alamance Burlington School System Burlington NC 08/2014 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Durham, NC
  • 01/2022 → 05/2022
    Archivesocial
    Durham, NC
  • 08/2021 → 12/2021
    University Of North Carolina Wilmington
    Wilmington, NC
  • 06/2019 → 11/2021
    Charlotte Mecklenburg Schools
    Charlotte, NC
  • 08/2014 → 06/2019
    Alamance Burlington School System
    Burlington, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-08
  • S66 Uniform Combined State Law Examination
    2022-11-08
Other Names
  • Brian Gerrit Bosman
  • Brian Bosman

View on SEC IAPD

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