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Adam M Ward

Strategic Advisers LLC

Cary, NC

Wilson, 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

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

Wilson, NC • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • 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
State Employees' Credit Union Rocky Mount NC 05/2016 07/2021
Secu Brokerage Services Raleigh NC 02/2018 07/2021
Secu Life Insurance Company Raleigh NC 02/2018 07/2021
Credit Union Investment Services Raleigh NC 07/2018 07/2021
Members Trust Company Tampa FL 09/2019 07/2021
Fidelity Investments Cary NC 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 07/2021
    State Employees' Credit Union
    Rocky Mount, NC
  • 02/2018 → 07/2021
    Secu Brokerage Services
    Raleigh, NC
  • 02/2018 → 07/2021
    Secu Life Insurance Company
    Raleigh, NC
  • 07/2018 → 07/2021
    Credit Union Investment Services
    Raleigh, NC
  • 09/2019 → 07/2021
    Members Trust Company
    Tampa, FL
  • 08/2021 → Present
    Fidelity Investments
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-18
S63 Uniform Securities Agent State Law Examination 2018-07-16
  • S65 Uniform Investment Adviser Law Examination
    2018-12-18
  • S63 Uniform Securities Agent State Law Examination
    2018-07-16
Other Names
  • Adam Michael Ward
  • Adam Ward

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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