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Milan Thompson

Strategic Advisers LLC

Durham, NC

Durham, NC

CRD 7672002

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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 2025-04-10
TX RA APPROVED 2025-04-10
  • NC RA
    APPROVED
    Since 2025-04-10
  • TX RA
    APPROVED
    Since 2025-04-10

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
Sports Endeavors Hillsborough NC 06/2016 12/2022
Conduent Business Services Llc Cary NC 09/2020 10/2020
Target Corporation Durham NC 07/2019 09/2019
Bed Bath & Beyond Burlington NC 07/2017 10/2017
Barbeque Integrated Inc Greensboro NC 03/2018 04/2018
Npc Quality Burgers Inc Greensboro NC 11/2018 06/2019
Door Dash Inc Burlington NC 03/2019 12/2019
Instacart Delivery Service Burlington NC 02/2021 06/2021
Unemployed Burlington NC 10/2012 02/2017
Fidelity Investments Durham NC 12/2022 Present
  • 06/2016 → 12/2022
    Sports Endeavors
    Hillsborough, NC
  • 09/2020 → 10/2020
    Conduent Business Services Llc
    Cary, NC
  • 07/2019 → 09/2019
    Target Corporation
    Durham, NC
  • 07/2017 → 10/2017
    Bed Bath & Beyond
    Burlington, NC
  • 03/2018 → 04/2018
    Barbeque Integrated Inc
    Greensboro, NC
  • 11/2018 → 06/2019
    Npc Quality Burgers Inc
    Greensboro, NC
  • 03/2019 → 12/2019
    Door Dash Inc
    Burlington, NC
  • 02/2021 → 06/2021
    Instacart Delivery Service
    Burlington, NC
  • 10/2012 → 02/2017
    Unemployed
    Burlington, NC
  • 12/2022 → Present
    Fidelity Investments
    Durham, NC
Other Businesses

OBA-114972|OrgNmn:Door Dash Inc|Org Addr:San Franci,California,US|OBA Nature:Food Delivery Service |Invst Rel:N|Title:Independent Contractor|Duties:Deliver food when I am not schuduled to work|StrtDt:12-01-25|TotHrs/mon:30|TrdHrs/mon:30|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-09
S63 Uniform Securities Agent State Law Examination 2023-07-20
  • S66 Uniform Combined State Law Examination
    2025-04-09
  • S63 Uniform Securities Agent State Law Examination
    2023-07-20
Other Names
  • Milan Noell Thompson
  • Milan N Thompson

View on SEC IAPD

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