Best Investors Account Sign in

Patrick Charles Newsome

Strategic Advisers LLC

Apex, NC

Durham, NC

Claim This Profile
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

Apex, 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
Fidelity Investments Durham NC 01/2023 Present
Hope Valley Country Club Durham NC 05/2022 01/2023
Croasdaile Country Club Durham NC 01/2022 05/2022
Macgregor Downs Country Club Cary NC 06/2021 01/2022
Unemployed Fayetteville NC 09/2020 06/2021
Mt. Kisco Country Club Mt. Kisco NY 06/2020 09/2020
Unemployed Fayetteville NC 09/2019 06/2020
Hope Valley Farms Ymca Durham NC 03/2018 09/2019
Gaston Christian High School Gastonia NC 08/2017 12/2017
Unemployed Cary NC 02/2017 08/2017
Lochmere Tennis Club Cary NC 01/2016 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Durham, NC
  • 05/2022 → 01/2023
    Hope Valley Country Club
    Durham, NC
  • 01/2022 → 05/2022
    Croasdaile Country Club
    Durham, NC
  • 06/2021 → 01/2022
    Macgregor Downs Country Club
    Cary, NC
  • 09/2020 → 06/2021
    Unemployed
    Fayetteville, NC
  • 06/2020 → 09/2020
    Mt. Kisco Country Club
    Mt. Kisco, NY
  • 09/2019 → 06/2020
    Unemployed
    Fayetteville, NC
  • 03/2018 → 09/2019
    Hope Valley Farms Ymca
    Durham, NC
  • 08/2017 → 12/2017
    Gaston Christian High School
    Gastonia, NC
  • 02/2017 → 08/2017
    Unemployed
    Cary, NC
  • 01/2016 → 02/2017
    Lochmere Tennis Club
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
S63 Uniform Securities Agent State Law Examination 2023-05-12
  • S66 Uniform Combined State Law Examination
    2024-01-05
  • S63 Uniform Securities Agent State Law Examination
    2023-05-12
Other Names
  • Patrick Charles Newsome
  • Patrick Newsome

View on SEC IAPD

More in Apex, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor