Devin Randale

Strategic Advisers LLC

CRD 7697350

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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

Authority	Category	Status	Date
NC	RA	APPROVED	2025-08-13
TX	RA	APPROVED	2025-08-13

NC RA
APPROVED

Since 2025-08-13
TX RA
APPROVED

Since 2025-08-13

Branch Locations

Durham, 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

Organization	City	State	From	To
Fidelity Investments	Durham	NC	02/2023	Present
Duke Energy Progress	Raleigh	NC	07/2018	02/2023
Hr Directions Llc	Raleigh	NC	06/2018	06/2018
Unemployed	Gilbert	AZ	02/2016	05/2018

02/2023 → Present

Fidelity Investments

Durham, NC
07/2018 → 02/2023

Duke Energy Progress

Raleigh, NC
06/2018 → 06/2018

Hr Directions Llc

Raleigh, NC
02/2016 → 05/2018

Unemployed

Gilbert, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-05
S63	Uniform Securities Agent State Law Examination	2023-10-06

S66 Uniform Combined State Law Examination

2025-08-05
S63 Uniform Securities Agent State Law Examination

2023-10-06

Other Names

Devin Dellyn Randale
Devin Randale

View on SEC IAPD

More in Durham, NC

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