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Jacob Hillyard

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
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Charlotte, NC • United States

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • 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
The Vanguard Group, Inc. Charlotte NC 08/2019 09/2020
Uber Columbia SC 05/2018 12/2019
Lyft Columbia SC 01/2019 12/2019
Turo Charlotte NC 08/2019 09/2021
Northwestern Mutual Charleston SC 06/2018 07/2018
University Of South Carolina Columbia SC 08/2015 05/2019
Ru Macon Subway Dough Blacksburg VA 06/2017 07/2017
E*Trade Securities Llc Charlotte NC 09/2020 07/2023
E*Trade Capital Management Llc Charlotte NC 09/2020 07/2023
Fidelity Investments Charlotte NC 12/2023 Present
Domain Money Charlotte NC 09/2023 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 09/2020
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2018 → 12/2019
    Uber
    Columbia, SC
  • 01/2019 → 12/2019
    Lyft
    Columbia, SC
  • 08/2019 → 09/2021
    Turo
    Charlotte, NC
  • 06/2018 → 07/2018
    Northwestern Mutual
    Charleston, SC
  • 08/2015 → 05/2019
    University Of South Carolina
    Columbia, SC
  • 06/2017 → 07/2017
    Ru Macon Subway Dough
    Blacksburg, VA
  • 09/2020 → 07/2023
    E*Trade Securities Llc
    Charlotte, NC
  • 09/2020 → 07/2023
    E*Trade Capital Management Llc
    Charlotte, NC
  • 12/2023 → Present
    Fidelity Investments
    Charlotte, NC
  • 09/2023 → 10/2023
    Domain Money
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
  • 2020-10-03 → 2023-08-14
    Harrisdirect Llc
    Charlotte, NC
    Arlington, VA
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-03
S63 Uniform Securities Agent State Law Examination 2019-11-01
  • S66 Uniform Combined State Law Examination
    2020-10-03
  • S63 Uniform Securities Agent State Law Examination
    2019-11-01
Designations
Other Names
  • Jake Scott Hillyard
  • Jacob Hillyard
  • Jacob Scott Hillyard

View on SEC IAPD

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