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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Holly Springs, 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
Great Escapes Rv Resorts Milton PA 07/2021 02/2023
Unemployed Lawrenceburg KY 05/2021 07/2021
Jeff Ruby Culinary Entertainment Inc Lexington KY 03/2019 07/2021
Fidelity Investments Durham NC 03/2023 Present
University Of Kentucky Lexington KY 08/2018 05/2021
Kohl'S Department Stores, Inc Frankfort KY 11/2017 04/2019
Anderson County Highschool Lawrenceburg KY 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 02/2023
    Great Escapes Rv Resorts
    Milton, PA
  • 05/2021 → 07/2021
    Unemployed
    Lawrenceburg, KY
  • 03/2019 → 07/2021
    Jeff Ruby Culinary Entertainment Inc
    Lexington, KY
  • 03/2023 → Present
    Fidelity Investments
    Durham, NC
  • 08/2018 → 05/2021
    University Of Kentucky
    Lexington, KY
  • 11/2017 → 04/2019
    Kohl'S Department Stores, Inc
    Frankfort, KY
  • 08/2014 → 05/2018
    Anderson County Highschool
    Lawrenceburg, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-103362|OrgNmn:Amazon|Org Addr:Seattle,Washington,US|OBA Nature:Online retailer and web servic|Invst Rel:N|Title:Amazon Flex Driver|Duties:Pick up packages from amazon warehouse and deliver them in my vehicle to the appropiate addresses |StrtDt:|TotHrs/mon:10|TrdHrs/mon:5|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
S63 Uniform Securities Agent State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2024-04-18
  • S63 Uniform Securities Agent State Law Examination
    2023-07-03
Other Names
  • Camden Fulton Miller
  • Camden Miller

View on SEC IAPD

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