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Grace Burnside Cothren

Strategic Advisers LLC

Raleigh, NC

Raleigh, NC

CRD 7276763

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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 2025-03-31
SC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Raleigh, NC • United States

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • 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
Starbucks Tallahassee FL 05/2018 05/2019
Ajax Building Company Tallahassee FL 08/2019 05/2020
Athletic Recovery Zone Jacksonville FL 06/2020 08/2020
Northwestern Mutual Tallahassee FL 08/2020 12/2020
Full-Time Education Tallahassee FL 05/2011 04/2021
Fidelity Investments Charlotte FL 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 05/2019
    Starbucks
    Tallahassee, FL
  • 08/2019 → 05/2020
    Ajax Building Company
    Tallahassee, FL
  • 06/2020 → 08/2020
    Athletic Recovery Zone
    Jacksonville, FL
  • 08/2020 → 12/2020
    Northwestern Mutual
    Tallahassee, FL
  • 05/2011 → 04/2021
    Full-Time Education
    Tallahassee, FL
  • 05/2021 → Present
    Fidelity Investments
    Charlotte, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-28
S63 Uniform Securities Agent State Law Examination 2022-02-11
  • S65 Uniform Investment Adviser Law Examination
    2022-02-28
  • S63 Uniform Securities Agent State Law Examination
    2022-02-11
Other Names
  • Grace Elizabeth Burnside Cothren

View on SEC IAPD

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