Carson Dean

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

• 05/2015 → 09/2016
  Cary Moving/K&B Moving
  Cary, NC
• 08/2017 → 12/2017
  Vf
  Raleigh, NC
• 08/2015 → 07/2020
  Student
  Raleigh, NC
• 10/2016 → 07/2017
  Bonefish Grill
  Raleigh, NC
• 01/2018 → 01/2020
  Bonefish Grill
  Raleigh, NC
• 08/2022 → Present
  Fidelity Investments
  Raleigh, NC
• 08/2021 → 12/2021
  Student
  Greenville, NC
• 01/2022 → 07/2022
  Unemployed
  Raleigh, NC
• 08/2020 → 07/2021
  Unemployed
  Raleigh, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-01-13

Other Names

• Carson William Dean
• Carson Dean