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Tatum Sophia Taber Amato

Strategic Advisers LLC

Durham, NC

Raleigh, NC

Durham, 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

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • United States

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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 10/2023 Present
Prosperity Advisors Pittsford NY 06/2017 10/2023
Loyola University Maryland Baltimore MD 09/2021 05/2023
Heidrick & Struggles Boston MA 05/2022 08/2022
Mueller Restaurant Group Pittsford NY 06/2018 08/2021
Calkins Road Middle School Pittsford NY 06/2021 06/2021
Southeast Family Ymca Pittsford NY 06/2017 08/2017
Camp Arrowhead Ymca Pittsford NY 06/2017 08/2017
Pittsford Sutherland High School Pittsford NY 09/2015 06/2019
Loyola University Maryland Baltimore MD 08/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Durham, NC
  • 06/2017 → 10/2023
    Prosperity Advisors
    Pittsford, NY
  • 09/2021 → 05/2023
    Loyola University Maryland
    Baltimore, MD
  • 05/2022 → 08/2022
    Heidrick & Struggles
    Boston, MA
  • 06/2018 → 08/2021
    Mueller Restaurant Group
    Pittsford, NY
  • 06/2021 → 06/2021
    Calkins Road Middle School
    Pittsford, NY
  • 06/2017 → 08/2017
    Southeast Family Ymca
    Pittsford, NY
  • 06/2017 → 08/2017
    Camp Arrowhead Ymca
    Pittsford, NY
  • 09/2015 → 06/2019
    Pittsford Sutherland High School
    Pittsford, NY
  • 08/2019 → 05/2023
    Loyola University Maryland
    Baltimore, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-06
S63 Uniform Securities Agent State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2025-01-06
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05

View on SEC IAPD

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