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Seidy Rivas Rosales

Strategic Advisers LLC

Butner, NC

Durham, NC

CRD 7691601

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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 2025-08-18
TX RA APPROVED 2025-08-18
  • NC RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-18

Branch Locations

Butner, 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
Wells Fargo Durham NC 09/2021 07/2022
Duke Orthopaedics Durham NC 12/2020 09/2021
Robert Half Menlo Park CA 09/2020 11/2020
Bullcity Financial Solutions Durham NC 08/2019 11/2019
People Ready Durham NC 10/2015 10/2018
Unemployed Durham NC 07/2022 01/2023
Unemployed Durham NC 10/2018 07/2019
Unemployed Durham NC 12/2019 09/2020
  • 01/2023 → Present
    Fidelity Investments
    Durham, NC
  • 09/2021 → 07/2022
    Wells Fargo
    Durham, NC
  • 12/2020 → 09/2021
    Duke Orthopaedics
    Durham, NC
  • 09/2020 → 11/2020
    Robert Half
    Menlo Park, CA
  • 08/2019 → 11/2019
    Bullcity Financial Solutions
    Durham, NC
  • 10/2015 → 10/2018
    People Ready
    Durham, NC
  • 07/2022 → 01/2023
    Unemployed
    Durham, NC
  • 10/2018 → 07/2019
    Unemployed
    Durham, NC
  • 12/2019 → 09/2020
    Unemployed
    Durham, NC
Other Businesses

OBA-95737|OrgNmn:SED Services LLC|Org Addr:Durham,North Caro,US|OBA Nature:Residential remodeling |Invst Rel:N|Title:Employee|Duties:Bookkeeping|StrtDt:07-01-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-15
S63 Uniform Securities Agent State Law Examination 2023-07-21
  • S66 Uniform Combined State Law Examination
    2025-08-15
  • S63 Uniform Securities Agent State Law Examination
    2023-07-21
Other Names
  • Seidy Maesy Rivas Rosales
  • Seidy Maesy Rosales Trejo
  • Seidy Rivas Rosales

View on SEC IAPD

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