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James D Campbell

Strategic Advisers LLC

Durham, NC

Durham, NC

CRD 7670088

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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

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • 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 11/2022 Present
Earth To Us Raleigh And Durham NC 03/2022 11/2022
110 Yoga Raleigh And Durham NC 05/2021 11/2022
Self-Employed Insurance Agent Warren OH 08/2015 11/2022
Fed Ex Ground Durham OH 03/2022 07/2022
True Rest Float Spa Cary NC 05/2021 09/2021
Mair Agency Cary NC 09/2021 10/2021
Hexpol Compounding - Burton Rubber Burton OH 03/2018 03/2019
Hexpol Compounding Goldkey Middlefield OH 07/2017 03/2018
Speelman Electric Tallmadge OH 05/2017 07/2017
The Assurance Group Akron OH 09/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2022 → 11/2022
    Earth To Us
    Raleigh And Durham, NC
  • 05/2021 → 11/2022
    110 Yoga
    Raleigh And Durham, NC
  • 08/2015 → 11/2022
    Self-Employed Insurance Agent
    Warren, OH
  • 03/2022 → 07/2022
    Fed Ex Ground
    Durham, OH
  • 05/2021 → 09/2021
    True Rest Float Spa
    Cary, NC
  • 09/2021 → 10/2021
    Mair Agency
    Cary, NC
  • 03/2018 → 03/2019
    Hexpol Compounding - Burton Rubber
    Burton, OH
  • 07/2017 → 03/2018
    Hexpol Compounding Goldkey
    Middlefield, OH
  • 05/2017 → 07/2017
    Speelman Electric
    Tallmadge, OH
  • 09/2016 → 04/2017
    The Assurance Group
    Akron, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-94159|OrgNmn:110 Yoga|Org Addr:Durham,North Caro,US|OBA Nature:Alignment based Vinyasa Yoga|Invst Rel:N|Title:Independent Contractor|Duties:Teaching alignment based Vinyasa Yoga sequencing|StrtDt:05-16-21|TotHrs/mon:5|TrdHrs/mon:0|OBA-102318|OrgNmn:Triangle Rock Club|Org Addr:Raleigh,North Caro,US|OBA Nature:Fitness Center, Rock Climbing,|Invst Rel:N|Title:Employee|Duties:Teaching yoga, handstand fitness, and breathwork|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-27
  • S66 Uniform Combined State Law Examination
    2023-04-27
Other Names
  • James Douglas Campbell
  • James Campbell
  • James Douglas Campbell

View on SEC IAPD

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