Imani Thompson

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

• 02/2023 → Present
  Fidelity Investments
  Durham, NC
• 08/2015 → 02/2023
  Cookout
  Thomasville, NC
• 07/2016 → 12/2017
  Mcdonald's A Corp As Agent / Mcdonald's Rest Of No. Car
  Oakbrook, NC
• 03/2018 → 04/2018
  Insource Performance Solutions Llc
  Charlotte, NC
• 08/2019 → 09/2019
  Integral Resources Inc
  Cambridge, MA
• 08/2016 → 05/2019
  North Carolina Central University
  Durham, NC
• 08/2020 → 05/2022
  North Carolina Central University
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-01-28
• S63 Uniform Securities Agent State Law Examination
  2023-08-21

Other Names

• Imani Chenise Thompson
• Imani Thompson