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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

100 New Millennium Way, Durham, NC 27709-8204 • 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
Sabah Shoes New York NY 05/2022 04/2023
Small Sugar Columbia SC 07/2021 04/2022
Peicewise Coffee Company Columbia SC 06/2019 07/2021
Sir Walter Coffee Company Raleigh NC 07/2018 05/2019
Church Alive Fuquay-Varina NC 08/2016 09/2017
Goodlife Cafe Columbia SC 07/2019 11/2019
The Mill Raleigh NC 06/2017 10/2018
Starbucks Fuquay Varina NC 07/2016 05/2017
Fidelity Investments Durham NC 06/2023 Present
Five Star Coffee Company Holly Springs NC 08/2017 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 04/2023
    Sabah Shoes
    New York, NY
  • 07/2021 → 04/2022
    Small Sugar
    Columbia, SC
  • 06/2019 → 07/2021
    Peicewise Coffee Company
    Columbia, SC
  • 07/2018 → 05/2019
    Sir Walter Coffee Company
    Raleigh, NC
  • 08/2016 → 09/2017
    Church Alive
    Fuquay-Varina, NC
  • 07/2019 → 11/2019
    Goodlife Cafe
    Columbia, SC
  • 06/2017 → 10/2018
    The Mill
    Raleigh, NC
  • 07/2016 → 05/2017
    Starbucks
    Fuquay Varina, NC
  • 06/2023 → Present
    Fidelity Investments
    Durham, NC
  • 08/2017 → 04/2019
    Five Star Coffee Company
    Holly Springs, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Other Businesses

OBA-108260|OrgNmn:The Mill|Org Addr:Fuquay Var,North Caro,US|OBA Nature:Bar and Coffee shop|Invst Rel:N|Title:Musician|Duties:Playing music and singing |StrtDt:04-12-24|TotHrs/mon:6|TrdHrs/mon:0|OBA-100244|OrgNmn:The Optimist Coffee shop|Org Addr:Raleigh,North Caro,US|OBA Nature:Coffee shop and cafe |Invst Rel:N|Title:Employee|Duties:Help run the coffee shop |StrtDt:10-06-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-05
S63 Uniform Securities Agent State Law Examination 2024-01-10
  • S66 Uniform Combined State Law Examination
    2025-03-05
  • S63 Uniform Securities Agent State Law Examination
    2024-01-10
Other Names
  • Bryan Austin Miller
  • Bryan Miller

View on SEC IAPD

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