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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
OK RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    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

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
S&D Coffee And Tea Concord NC 05/2017 08/2017
Mckee Homes Llc Fayetteville NC 01/2018 05/2018
Northwestern Mutual Raleigh NC 05/2018 02/2019
Bowles & Sons Farms Warsaw NC 06/2019 11/2021
Fidelity Investments Durham NC 12/2021 Present
Unemployed Supply NC 09/2017 12/2017
Unemployed Supply NC 09/2016 04/2017
Unemployed Supply NC 03/2019 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2017
    S&D Coffee And Tea
    Concord, NC
  • 01/2018 → 05/2018
    Mckee Homes Llc
    Fayetteville, NC
  • 05/2018 → 02/2019
    Northwestern Mutual
    Raleigh, NC
  • 06/2019 → 11/2021
    Bowles & Sons Farms
    Warsaw, NC
  • 12/2021 → Present
    Fidelity Investments
    Durham, NC
  • 09/2017 → 12/2017
    Unemployed
    Supply, NC
  • 09/2016 → 04/2017
    Unemployed
    Supply, NC
  • 03/2019 → 05/2019
    Unemployed
    Supply, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
  • S66 Uniform Combined State Law Examination
    2022-05-26
Other Names
  • Chase Winston Hill
  • Chase Hill

View on SEC IAPD

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