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Chase Anthony Greeson

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

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • 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 Investments Durham NC 05/2023 Present
Target Apex NC 07/2022 03/2023
North Carolina State University Raleigh NC 08/2020 05/2023
Pendo Raleigh NC 05/2022 07/2022
Target Apex NC 11/2019 05/2022
Harris Teeter Apex NC 08/2018 12/2019
Wake School District Apex NC 01/2012 08/2018
Wake Tech Community College Apex NC 08/2018 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Durham, NC
  • 07/2022 → 03/2023
    Target
    Apex, NC
  • 08/2020 → 05/2023
    North Carolina State University
    Raleigh, NC
  • 05/2022 → 07/2022
    Pendo
    Raleigh, NC
  • 11/2019 → 05/2022
    Target
    Apex, NC
  • 08/2018 → 12/2019
    Harris Teeter
    Apex, NC
  • 01/2012 → 08/2018
    Wake School District
    Apex, NC
  • 08/2018 → 08/2020
    Wake Tech Community College
    Apex, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
S63 Uniform Securities Agent State Law Examination 2023-08-14
  • S66 Uniform Combined State Law Examination
    2024-09-16
  • S63 Uniform Securities Agent State Law Examination
    2023-08-14
Other Names
  • Chase Anthony Greeson
  • Chase Greeson

View on SEC IAPD

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