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Ethan Mcelroy

Strategic Advisers LLC

Wendell, NC

Durham, NC

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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

Wendell, 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 02/2023 Present
Duke Center For Living At Fearrington Pittsboro NC 02/2022 01/2023
Healthworks Wakemed Health & Hospitals Raleigh NC 01/2022 01/2023
Premise Health Apex NC 01/2019 01/2022
Health Fitness Morrisville NC 11/2017 02/2020
Capital Strength And Conditioning Raleigh NC 12/2016 08/2018
Aquila Fitness Consulting Durham NC 10/2018 01/2019
Anytime Fitness Durham NC 10/2015 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Durham, NC
  • 02/2022 → 01/2023
    Duke Center For Living At Fearrington
    Pittsboro, NC
  • 01/2022 → 01/2023
    Healthworks Wakemed Health & Hospitals
    Raleigh, NC
  • 01/2019 → 01/2022
    Premise Health
    Apex, NC
  • 11/2017 → 02/2020
    Health Fitness
    Morrisville, NC
  • 12/2016 → 08/2018
    Capital Strength And Conditioning
    Raleigh, NC
  • 10/2018 → 01/2019
    Aquila Fitness Consulting
    Durham, NC
  • 10/2015 → 12/2016
    Anytime Fitness
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Cary, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11
Other Names
  • Ethan Andrew Franklyn Mcelroy
  • Ethan Mcelroy

View on SEC IAPD

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