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Denise Nicole Moye

Strategic Advisers LLC

Knightdale, NC

CRD 3199110

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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

Knightdale, 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
First Citizens Investor Services Raleigh NC 10/2015 01/2018
First Citizens Bank Cary NC 07/2015 01/2018
Raymond James & Associates Raleigh NC 02/2018 05/2018
Pruco Securities, Llc Charlotte NC 10/2018 05/2019
Phase Ii Properties, Llc Knightdale NC 06/2018 10/2018
The Prudential Insurance Company Of America Charlotte NC 11/2018 05/2019
Fidelity Brokerage Services Llc Durham NC 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 01/2018
    First Citizens Investor Services
    Raleigh, NC
  • 07/2015 → 01/2018
    First Citizens Bank
    Cary, NC
  • 02/2018 → 05/2018
    Raymond James & Associates
    Raleigh, NC
  • 10/2018 → 05/2019
    Pruco Securities, Llc
    Charlotte, NC
  • 06/2018 → 10/2018
    Phase Ii Properties, Llc
    Knightdale, NC
  • 11/2018 → 05/2019
    The Prudential Insurance Company Of America
    Charlotte, NC
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-12847|OrgNmn:Real Estate Agent|Org Addr:Knightdale,North Caro,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Independent Contractor|Duties:on occasion help family/friends with the purchase of home|StrtDt:03-14-16|TotHrs/mon:1|TrdHrs/mon:0|OBA-12846|OrgNmn:Phase II Properties LLC|Org Addr:Knightdale,North Caro,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Officer|Duties:Owner of the LLC. I hire a property manager to manage the rental property|StrtDt:10-01-04|TotHrs/mon:2|TrdHrs/mon:0|OBA-127360|OrgNmn:Next Level Development Solutions, LLC|Org Addr:Knightdale,North Caro,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Sole Proprietor|Duties:My duties are limited to high-level oversight of a passive holding company and its real estate subsidiary. I have no day-to-day, client facin|StrtDt:02-21-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-19
S63 Uniform Securities Agent State Law Examination 2015-12-29
  • S66 Uniform Combined State Law Examination
    2019-11-19
  • S63 Uniform Securities Agent State Law Examination
    2015-12-29
Other Names
  • Denise N Moye
  • Denies Nicole Moye
  • Denise Nicole Moye
  • Denise Moye

View on SEC IAPD

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