Best Investors Account Sign in

Annie Ross

Strategic Advisers LLC

Durham, NC

Durham, NC

Claim This Profile
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

Durham, 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
Hd Vest Advisory Services Inc Durham NC 12/2016 12/2017
Ross Tax & Financial Services Durham NC 11/2014 01/2023
Xerox Raleigh NC 07/2013 11/2016
Elissa Olszewski Cpa Pa Durham NC 01/2018 12/2021
Fidelity Investments Durham NC 01/2023 Present
The Priscilla Coleman: We Are 1 Organization Durham NC 12/2011 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → 12/2017
    Hd Vest Advisory Services Inc
    Durham, NC
  • 11/2014 → 01/2023
    Ross Tax & Financial Services
    Durham, NC
  • 07/2013 → 11/2016
    Xerox
    Raleigh, NC
  • 01/2018 → 12/2021
    Elissa Olszewski Cpa Pa
    Durham, NC
  • 01/2023 → Present
    Fidelity Investments
    Durham, NC
  • 12/2011 → 01/2023
    The Priscilla Coleman: We Are 1 Organization
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-115557|OrgNmn:Imani MCC|Org Addr:Durham,North Caro,US|OBA Nature:Ministry Role|Invst Rel:N|Title:Part time Minister|Duties:Sermons, bible study, prayer for member|StrtDt:01-02-25|TotHrs/mon:15|TrdHrs/mon:0|OBA-108944|OrgNmn:ImagineU Media|Org Addr:Durham,North Caro,US|OBA Nature:writing and publishing poetry |Invst Rel:N|Title:Sole Proprietor|Duties:writing spiritual books and producing media ministry content|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
S63 Uniform Securities Agent State Law Examination 2023-07-25
  • S66 Uniform Combined State Law Examination
    2024-04-18
  • S63 Uniform Securities Agent State Law Examination
    2023-07-25
Other Names
  • Annie Ree Ross
  • Annie R Ross
  • Annie Ross

View on SEC IAPD

More in Durham, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor