Duncan A Mcclure

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

• 08/2022 → Present
  Fidelity Investments
  Durham, NC
• 09/2021 → 08/2022
  Laura S. Jenkins, P.C.
  Raleigh, NC
• 04/2021 → 01/2022
  D'AMura And Zaidman
  Raleigh, NC
• 09/2019 → 09/2021
  Chaplin And Associates
  Raleigh, NC
• 06/2019 → 08/2019
  Opendesk, Inc
  Wake Forest, NC
• 09/2017 → 06/2019
  Triangle Aquatic Center
  Cary, NC
• 05/2017 → 07/2017
  Brighton Forest Swim Club
  Apex, NC
• 01/2015 → 12/2018
  North Carolina State University
  Raleigh, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
  Ashburn, VA
  Arlington, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-09

Other Names

• Duncan Alexis Mcclure
• Duncan Mcclure