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Curtis Wiltsey

Strategic Advisers LLC

Washington, DC

Washington, DC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-05-12
TX RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2026-05-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States

Washington, DC • 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
Unemployed Waxhaw NC 06/2022 09/2022
North Carolina State University Raleigh NC 08/2018 05/2022
Weddington High School Matthews NC 08/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → Present
    Fidelity Investments
    Durham, NC
  • 06/2022 → 09/2022
    Unemployed
    Waxhaw, NC
  • 08/2018 → 05/2022
    North Carolina State University
    Raleigh, NC
  • 08/2014 → 06/2018
    Weddington High School
    Matthews, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-106601|OrgNmn:DJ|Org Addr:Morrisvill,North Caro,US|OBA Nature:DJ for various types of events|Invst Rel:N|Title:Sole Proprietor|Duties:DJ (play music) for various types of events and engage their respective crowds.|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
  • S66 Uniform Combined State Law Examination
    2023-02-24
Other Names
  • Curtis Scott Wiltsey
  • Curtis Wiltsey

View on SEC IAPD

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LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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