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Danielle Williams

Strategic Advisers LLC

Charlotte, NC

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

Branch Locations

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States

Charlotte, 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
Fidelity Brokerage Services Llc Charlotte NC 05/2017 Present
Nus Consulting Charlotte NC 11/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → Present
    Fidelity Brokerage Services Llc
    Charlotte, NC
  • 11/2015 → 05/2017
    Nus Consulting
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Other Businesses

OBA-120788|OrgNmn:Biolume Entertainment LLC|Org Addr:Charlotte,North Caro,US|OBA Nature:Entertainment|Invst Rel:N|Title:Employee|Duties:Business Growth & Development and working with other entertainment companies to create ongoing strategic partnerships, including DIY videos|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-23
S63 Uniform Securities Agent State Law Examination 2017-08-28
  • S66 Uniform Combined State Law Examination
    2018-07-23
  • S63 Uniform Securities Agent State Law Examination
    2017-08-28
Designations
Other Names
  • Danielle Eileen Turek
  • Danielle Eileen Williams

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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