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Stephen Joshua Freeman

Strategic Advisers LLC

Wake Forest, 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 2026-08-25
TX RA APPROVED 2026-08-25
  • NC RA
    APPROVED
    Since 2026-08-25
  • TX RA
    APPROVED
    Since 2026-08-25

Branch Locations

Wake Forest, 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 03/2025 Present
Unemployed Wake Forest NC 07/2020 10/2020
Jersey Mikes Wake Forest NC 07/2024 01/2025
Unemployed Wake Forest NC 08/2022 10/2022
Unemployed Wake Forest NC 01/2015 05/2019
East Carolina University Greenville NC 10/2022 06/2024
Mod Pizza Wake Forest NC 04/2022 08/2022
Jersey Mikes Raleigh NC 05/2019 07/2020
Homegoods Raleigh NC 10/2020 04/2022
Jersey Mikes Wake Forest NC 12/2024 03/2025
Unemployed Wake Forest NC 06/2024 07/2024
  • 03/2025 → Present
    Fidelity Investments
    Durham, NC
  • 07/2020 → 10/2020
    Unemployed
    Wake Forest, NC
  • 07/2024 → 01/2025
    Jersey Mikes
    Wake Forest, NC
  • 08/2022 → 10/2022
    Unemployed
    Wake Forest, NC
  • 01/2015 → 05/2019
    Unemployed
    Wake Forest, NC
  • 10/2022 → 06/2024
    East Carolina University
    Greenville, NC
  • 04/2022 → 08/2022
    Mod Pizza
    Wake Forest, NC
  • 05/2019 → 07/2020
    Jersey Mikes
    Raleigh, NC
  • 10/2020 → 04/2022
    Homegoods
    Raleigh, NC
  • 12/2024 → 03/2025
    Jersey Mikes
    Wake Forest, NC
  • 06/2024 → 07/2024
    Unemployed
    Wake Forest, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2025-04-28
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2025-04-28
Other Names
  • Stephen Freeman

View on SEC IAPD

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