Lashawnda Renee Crouch

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Fidelity Investments
  Durham, NC
• 09/2022 → 01/2023
  Oe Enterprises
  Hillsborough, NC
• 09/2019 → 09/2022
  Richmond Community Support
  Rockingham, NC
• 08/2019 → 11/2019
  Us Census Bureau
  Rockingham, NC
• 06/2018 → 09/2019
  Daymark Recovery Services
  Wadesboro, NC
• 05/2018 → 06/2018
  Eckerd Connects
  Candor, NC
• 03/2017 → 09/2017
  Compassionate Counseling
  Rockingham, NC
• 07/2015 → 12/2016
  Viasource Solutions
  Thousand Oaks, CA
• 09/2017 → 05/2018
  Unemployed
  Rockingham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
  Raleigh, NC

Other Businesses

OBA-129855|OrgNmn:Carrie Lee's Sweet Creations|Org Addr:Raleigh,North Caro,US|OBA Nature:Bakery|Invst Rel:N|Title:I willbe the owner of the LLC|Duties:WIll bake on weekends|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30
• S63 Uniform Securities Agent State Law Examination
  2023-08-11

Other Names

• Lashawnda Renee Fortune
• Lashawnda Renee Malloy
• Lashawnda Fortune
• Lashawnda Malloy Fortune
• Lashawnda Malloy Crouch