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Brady Edward Dickson

Strategic Advisers LLC

Durham, NC

Raleigh, NC

CRD 8034997

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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 2026-08-28
TX RA APPROVED 2026-08-28
  • NC RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-28

Branch Locations

100 New Millennium Way, Durham, NC 27709 • United States

Raleigh, NC • 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
Northside High School Jacksonville NC 08/2015 07/2019
Walgreens Swansboro NC 08/2024 09/2024
Walgreens Greenville NC 09/2021 07/2024
Walgreens Cape Carteret NC 10/2024 12/2024
East Carolina University Greenville NC 08/2019 12/2023
Fidelity Investments Durham NC 01/2025 Present
Food Lion Greenville NC 11/2020 09/2021
  • 08/2015 → 07/2019
    Northside High School
    Jacksonville, NC
  • 08/2024 → 09/2024
    Walgreens
    Swansboro, NC
  • 09/2021 → 07/2024
    Walgreens
    Greenville, NC
  • 10/2024 → 12/2024
    Walgreens
    Cape Carteret, NC
  • 08/2019 → 12/2023
    East Carolina University
    Greenville, NC
  • 01/2025 → Present
    Fidelity Investments
    Durham, NC
  • 11/2020 → 09/2021
    Food Lion
    Greenville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-25
S63 Uniform Securities Agent State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2026-08-25
  • S63 Uniform Securities Agent State Law Examination
    2025-03-14
Other Names
  • Brady Dickson

View on SEC IAPD

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