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Marshall Lipe

Strategic Advisers LLC

Cary, NC

Cary, NC

Cary, 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 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

2500 Regency Parkway, Cary, NC 27518-8549 • United States

Cary, 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
East Carolina University Greenville NC 08/2013 05/2017
Brook Valley Country Club Greenville NC 06/2016 12/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2017 12/2021
Northwestern Mutual Investment Services Llc Raleigh NC 09/2017 12/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2018 12/2021
Fidelity Investments Durham NC 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    East Carolina University
    Greenville, NC
  • 06/2016 → 12/2016
    Brook Valley Country Club
    Greenville, NC
  • 05/2017 → 12/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2017 → 12/2021
    Northwestern Mutual Investment Services Llc
    Raleigh, NC
  • 02/2018 → 12/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-16
  • S66 Uniform Combined State Law Examination
    2017-11-16
Other Names
  • Marshall Hunt Lipe

View on SEC IAPD

Other Firms

VERATIS ADVISORS, INC.
RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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