Cortney L. Fluegeman

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-24
NC	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-08-24
NC RA
APPROVED

Since 2025-03-31

Branch Locations

Charlotte, NC • United States

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • 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	Cincinnati	OH	06/2006	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2006 → Present

Fidelity Investments

Cincinnati, OH
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Charlotte, NC

Charlotte, NC
2007-10-12 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Charlotte, NC

Other Businesses

OBA-13642|OrgNmn:CF Squared LLC|Org Addr:Charlotte,North Caro,US|OBA Nature:Switched home ownership to LLC|Invst Rel:Y|Title:Owner|Duties:pay for rental management and own property and pay taxes|StrtDt:08-05-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-07
S63	Uniform Securities Agent State Law Examination	2006-10-02

S66 Uniform Combined State Law Examination

2007-12-07
S63 Uniform Securities Agent State Law Examination

2006-10-02

Designations

Other Names

Cortney L Fluegeman

View on SEC IAPD

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