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Madison Casale

Strategic Advisers LLC

Durham, NC

Raleigh, 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 2025-04-04
TX RA APPROVED 2025-04-04
  • NC RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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
Orange Theory Fitness Ithaca NY 01/2022 05/2023
Two Bees Boutique Yaphank NY 05/2020 09/2020
Sobol Patchogue NY 11/2018 05/2019
Ithaca College Ithaca NY 08/2022 12/2022
Fidelity Raleigh NY 06/2023 Present
Bayport Blue Point Schools Bayport NY 09/2005 06/2019
Ithaca College Ithaca NY 08/2019 05/2023
  • 01/2022 → 05/2023
    Orange Theory Fitness
    Ithaca, NY
  • 05/2020 → 09/2020
    Two Bees Boutique
    Yaphank, NY
  • 11/2018 → 05/2019
    Sobol
    Patchogue, NY
  • 08/2022 → 12/2022
    Ithaca College
    Ithaca, NY
  • 06/2023 → Present
    Fidelity
    Raleigh, NY
  • 09/2005 → 06/2019
    Bayport Blue Point Schools
    Bayport, NY
  • 08/2019 → 05/2023
    Ithaca College
    Ithaca, NY
Other Businesses

OBA-105675|OrgNmn:Orangetheory Fitness|Org Addr:Raleigh,North Caro,US|OBA Nature:Gym|Invst Rel:N|Title:Sales Associate|Duties:Work scheduling of workout classes, paperwork of memberships, and sell retail/memberships to clients.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-12
S63 Uniform Securities Agent State Law Examination 2023-11-21
  • S66 Uniform Combined State Law Examination
    2024-06-12
  • S63 Uniform Securities Agent State Law Examination
    2023-11-21

View on SEC IAPD

Other Firms

BRYANT & BRANNOCK, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC
EDWARD JONES · DURHAM, NC

More in Durham, NC

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