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Shayl Patel

Strategic Advisers LLC

Durham, NC

Durham, 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

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, 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 07/2022 Present
Unc Charlottte Charlotte NC 08/2018 06/2022
Asr Tax And Accounting Services Holly Springs NC 06/2019 05/2021
Equitable Advisors Cary NC 05/2021 08/2021
Treat Ice Cream And Coffee Raleigh NC 06/2017 08/2018
Middle Creek Highschool Apex NC 08/2014 06/2018
Adorn Aesthetic And Laser Center Morisiville NC 06/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Durham, NC
  • 08/2018 → 06/2022
    Unc Charlottte
    Charlotte, NC
  • 06/2019 → 05/2021
    Asr Tax And Accounting Services
    Holly Springs, NC
  • 05/2021 → 08/2021
    Equitable Advisors
    Cary, NC
  • 06/2017 → 08/2018
    Treat Ice Cream And Coffee
    Raleigh, NC
  • 08/2014 → 06/2018
    Middle Creek Highschool
    Apex, NC
  • 06/2016 → 06/2017
    Adorn Aesthetic And Laser Center
    Morisiville, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-90160|OrgNmn:ASR Global Investments LLC|Org Addr:Apex,North Caro,US|OBA Nature:Real Estate Investment|Invst Rel:N|Title:Officer|Duties:Investment Research|StrtDt:01-01-08|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-20
S63 Uniform Securities Agent State Law Examination 2022-11-12
  • S66 Uniform Combined State Law Examination
    2023-05-20
  • S63 Uniform Securities Agent State Law Examination
    2022-11-12
Other Names
  • Shayl Raju Patel
  • Shayl Patel

View on SEC IAPD

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