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Derek R Kratzer

Strategic Advisers LLC

Chapel Hill, 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

Chapel Hill, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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 09/2022 Present
Exp Realty Raleigh NC 02/2022 06/2022
Derek Kratzer Music Lessons Chapel Hill NC 07/2019 08/2022
Emerson Waldorf School Chapel Hill NC 07/2013 07/2019
The Steel Wheels, Llc. Harrisonburg VA 08/2021 05/2022
Birch Meadow Garden Care Hillsborough NC 10/2019 10/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → Present
    Fidelity Investments
    Durham, NC
  • 02/2022 → 06/2022
    Exp Realty
    Raleigh, NC
  • 07/2019 → 08/2022
    Derek Kratzer Music Lessons
    Chapel Hill, NC
  • 07/2013 → 07/2019
    Emerson Waldorf School
    Chapel Hill, NC
  • 08/2021 → 05/2022
    The Steel Wheels, Llc.
    Harrisonburg, VA
  • 10/2019 → 10/2020
    Birch Meadow Garden Care
    Hillsborough, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-91627|OrgNmn:Derek Kratzer Real Estate Agent|Org Addr:Chapel Hil,North Caro,US|OBA Nature:Real estate agent|Invst Rel:Y|Title:Sole Proprietor|Duties:I have no duties or obligations. I will only receive compensation if I refer someone to an active agent|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-07
S63 Uniform Securities Agent State Law Examination 2023-02-22
  • S66 Uniform Combined State Law Examination
    2023-09-07
  • S63 Uniform Securities Agent State Law Examination
    2023-02-22
Other Names
  • Derek Ryan Kratzer
  • Derek Kratzer

View on SEC IAPD

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