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Clementine Cigna

Strategic Advisers LLC

Durham, NC

Durham, NC

CRD 7660595

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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
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

Durham, 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
Amerifirst Financial Charlotte NC 03/2021 10/2022
State Employees' Credit Union Durham NC 10/2021 03/2022
Fidelity Investments Durham NC 11/2022 Present
Revolution Mortgage Raleigh NC 01/2021 10/2021
Peak Swirles & Cavallito Properties Durham NC 02/2020 02/2021
University Of North Carolina Chapel Hill Chapel Hill NC 07/2017 03/2019
Central Imaging And Radiology Chapel Hill NC 07/2016 07/2017
Homemaking/ Unemployed Raeford NC 03/2019 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 10/2022
    Amerifirst Financial
    Charlotte, NC
  • 10/2021 → 03/2022
    State Employees' Credit Union
    Durham, NC
  • 11/2022 → Present
    Fidelity Investments
    Durham, NC
  • 01/2021 → 10/2021
    Revolution Mortgage
    Raleigh, NC
  • 02/2020 → 02/2021
    Peak Swirles & Cavallito Properties
    Durham, NC
  • 07/2017 → 03/2019
    University Of North Carolina Chapel Hill
    Chapel Hill, NC
  • 07/2016 → 07/2017
    Central Imaging And Radiology
    Chapel Hill, NC
  • 03/2019 → 02/2020
    Homemaking/ Unemployed
    Raeford, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-101598|OrgNmn:Kelly Right Real Estate|Org Addr:Durham,North Caro,US|OBA Nature:I am considering making my Rea|Invst Rel:Y|Title:Independent Contractor|Duties:part time looking for homes with mother, and possibly selling her or my own primary residence so up to 2 transactions|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-07
S63 Uniform Securities Agent State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2023-09-07
  • S63 Uniform Securities Agent State Law Examination
    2023-03-10
Other Names
  • Clementine Caitlin Cigna
  • Clementine Caitlin Simmons
  • Clementine Cigna

View on SEC IAPD

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