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Shawn Ingram

Strategic Advisers LLC

Raleigh, NC

Greensboro, 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

Raleigh, NC • United States

609 Green Valley Rd, Greensboro, NC 27408-7717 • 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
Bandwidth Raleigh NC 01/2023 10/2023
Enterprise Truck Rental Raleigh NC 10/2022 01/2023
Enterprise Truck Rental Raleigh NC 06/2022 10/2022
Enterprise Holdings Winston Salem NC 08/2021 06/2022
Old Edwards Club Highlands NC 04/2018 07/2021
Cataloochee Ski Area Maggie Valley NC 11/2020 02/2021
Western Caolina University Cullowhee NC 08/2018 10/2018
Mosquito Authority Winston Salem NC 06/2016 10/2016
Winston Salem Forsyth County Schools Clemmons NC 10/2013 06/2017
Western Carolina University Cullowhee NC 08/2017 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Durham, NC
  • 01/2023 → 10/2023
    Bandwidth
    Raleigh, NC
  • 10/2022 → 01/2023
    Enterprise Truck Rental
    Raleigh, NC
  • 06/2022 → 10/2022
    Enterprise Truck Rental
    Raleigh, NC
  • 08/2021 → 06/2022
    Enterprise Holdings
    Winston Salem, NC
  • 04/2018 → 07/2021
    Old Edwards Club
    Highlands, NC
  • 11/2020 → 02/2021
    Cataloochee Ski Area
    Maggie Valley, NC
  • 08/2018 → 10/2018
    Western Caolina University
    Cullowhee, NC
  • 06/2016 → 10/2016
    Mosquito Authority
    Winston Salem, NC
  • 10/2013 → 06/2017
    Winston Salem Forsyth County Schools
    Clemmons, NC
  • 08/2017 → 06/2021
    Western Carolina University
    Cullowhee, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-10 → 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
Other Names
  • Shawn Richard Ingram
  • Shawn Ingram

View on SEC IAPD

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