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Cara Murray

Strategic Advisers LLC

Bristol, TN

Johnson City, TN

CRD 7617112

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-07
TN RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-05-07
  • TN RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bristol, TN • United States

3018 Peoples Street Suite 108, Johnson City, TN 37604-4148 • 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
Under 18/ Not Employed Yet Johnson City TN 08/2014 12/2019
A2Z Specialty Lettering Jonesborough TN 11/2023 08/2024
Fidelity Investments Johnson City TN 09/2024 Present
Northwestern Mutual Johnson City TN 08/2022 12/2023
Lpi Johnson City TN 07/2023 07/2023
Pals Sudden Service Johnson City TN 01/2020 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 12/2019
    Under 18/ Not Employed Yet
    Johnson City, TN
  • 11/2023 → 08/2024
    A2Z Specialty Lettering
    Jonesborough, TN
  • 09/2024 → Present
    Fidelity Investments
    Johnson City, TN
  • 08/2022 → 12/2023
    Northwestern Mutual
    Johnson City, TN
  • 07/2023 → 07/2023
    Lpi
    Johnson City, TN
  • 01/2020 → 11/2022
    Pals Sudden Service
    Johnson City, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Johnson City, TN
    Johnson City, TN
Other Businesses

OBA-125433|OrgNmn:Rental Property|Org Addr:Johnson ci,Tennessee,US|OBA Nature:Single family home producing r|Invst Rel:Y|Title:Property owner|Duties:Collecting rent and managing property|StrtDt:12-01-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-17
  • S66 Uniform Combined State Law Examination
    2025-01-17
Other Names
  • Cara Michelle Murray

View on SEC IAPD

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