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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
Fidelity Investments Durham NC 07/2023 08/2024
Unemployed Raleigh NC 03/2023 07/2023
Fidelity Talentsource Durham NC 09/2022 03/2023
Nvr Mortgage Finance Inc. Charlotte NC 05/2021 09/2022
Unemployed Charlotte NC 04/2021 04/2021
Target Kannapolis NC 11/2018 03/2021
Us Tax Express Charlotte NC 02/2019 02/2019
Catawba College Salisbury NC 08/2015 12/2018
Panera Bread Concord NC 08/2017 08/2018
Fidelity Investments Durham NC 08/2024 10/2024
Fidelity Investments Durham NC 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 08/2024
    Fidelity Investments
    Durham, NC
  • 03/2023 → 07/2023
    Unemployed
    Raleigh, NC
  • 09/2022 → 03/2023
    Fidelity Talentsource
    Durham, NC
  • 05/2021 → 09/2022
    Nvr Mortgage Finance Inc.
    Charlotte, NC
  • 04/2021 → 04/2021
    Unemployed
    Charlotte, NC
  • 11/2018 → 03/2021
    Target
    Kannapolis, NC
  • 02/2019 → 02/2019
    Us Tax Express
    Charlotte, NC
  • 08/2015 → 12/2018
    Catawba College
    Salisbury, NC
  • 08/2017 → 08/2018
    Panera Bread
    Concord, NC
  • 08/2024 → 10/2024
    Fidelity Investments
    Durham, NC
  • 10/2024 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Other Businesses

OBA-115707|OrgNmn:ManaMan|Org Addr:Raleigh ,North Caro,US|OBA Nature:Retail and reselling of collec|Invst Rel:N|Title:Sole Proprietor|Duties:Administration, inventory, and distribution|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-102598|OrgNmn:Yes Chef Music|Org Addr:Raleigh,North Caro,US|OBA Nature:Music Recording/Streaming|Invst Rel:N|Title:Owner/Artist|Duties:Maintain ownership, Administration and Production|StrtDt:07-24-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-11-14
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-11-14
Designations
Other Names
  • Leith Khaled Ali
  • Leith Ali

View on SEC IAPD

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