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Reade Putnam Stallings

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

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • 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 06/2023 Present
Revgen Raleigh NC 11/2022 05/2023
Capital Grille Raleigh NC 01/2023 05/2023
Red Hat Raleigh NC 05/2022 08/2022
Trek Bicycles Raleigh NC 04/2021 05/2022
Heyday Brewery Raleigh NC 01/2021 04/2021
Hunrgy Harvest Raleigh NC 09/2020 12/2020
Stir Restaurant Raleigh NC 12/2020 12/2020
Baker Roofing Raleigh NC 06/2018 08/2020
42Nd Street Oyster Bar Raleigh NC 08/2019 08/2020
Mosaic Catering + Events Richmond VA 09/2017 03/2019
A Sharper Palate Richmond VA 09/2017 03/2019
Color Tree Richmond VA 05/2017 08/2017
Carpool Car Wash Richmond VA 12/2016 12/2016
The New Community School Richmond NC 08/2015 05/2019
North Carolina State Univeristy Raleigh NC 08/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Durham, NC
  • 11/2022 → 05/2023
    Revgen
    Raleigh, NC
  • 01/2023 → 05/2023
    Capital Grille
    Raleigh, NC
  • 05/2022 → 08/2022
    Red Hat
    Raleigh, NC
  • 04/2021 → 05/2022
    Trek Bicycles
    Raleigh, NC
  • 01/2021 → 04/2021
    Heyday Brewery
    Raleigh, NC
  • 09/2020 → 12/2020
    Hunrgy Harvest
    Raleigh, NC
  • 12/2020 → 12/2020
    Stir Restaurant
    Raleigh, NC
  • 06/2018 → 08/2020
    Baker Roofing
    Raleigh, NC
  • 08/2019 → 08/2020
    42Nd Street Oyster Bar
    Raleigh, NC
  • 09/2017 → 03/2019
    Mosaic Catering + Events
    Richmond, VA
  • 09/2017 → 03/2019
    A Sharper Palate
    Richmond, VA
  • 05/2017 → 08/2017
    Color Tree
    Richmond, VA
  • 12/2016 → 12/2016
    Carpool Car Wash
    Richmond, VA
  • 08/2015 → 05/2019
    The New Community School
    Richmond, NC
  • 08/2019 → 05/2023
    North Carolina State Univeristy
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2023-12-18
Other Names
  • Alexander Putnam
  • Reade Stallings

View on SEC IAPD

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Other Offices

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
TLG ADVISORS, INC. · Charlotte, NC
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