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Grayson M. Kapiko

Strategic Advisers LLC

Durham, NC

Raleigh, 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

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
Daddy Macs Beach Grille Surf City NC 03/2016 08/2018
Unemployed/Student Raleigh NC 08/2018 06/2019
Snow Factory Surf City NC 06/2019 08/2019
Unemployed/Student Raleigh NC 08/2019 06/2020
Snow Factory Surf City NC 06/2020 08/2020
Reel Pizza Hampstead NC 06/2020 08/2020
Moving For The Cure Raleigh NC 10/2020 12/2022
Seegars Fencing Company Jacksonville NC 01/2023 05/2023
Moving For The Coast Hampstead NC 05/2023 12/2023
Fidelity Investments Durham NC 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 08/2018
    Daddy Macs Beach Grille
    Surf City, NC
  • 08/2018 → 06/2019
    Unemployed/Student
    Raleigh, NC
  • 06/2019 → 08/2019
    Snow Factory
    Surf City, NC
  • 08/2019 → 06/2020
    Unemployed/Student
    Raleigh, NC
  • 06/2020 → 08/2020
    Snow Factory
    Surf City, NC
  • 06/2020 → 08/2020
    Reel Pizza
    Hampstead, NC
  • 10/2020 → 12/2022
    Moving For The Cure
    Raleigh, NC
  • 01/2023 → 05/2023
    Seegars Fencing Company
    Jacksonville, NC
  • 05/2023 → 12/2023
    Moving For The Coast
    Hampstead, NC
  • 01/2024 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2024-04-11
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2024-04-11
Other Names
  • Grayson Matthew Kapiko

View on SEC IAPD

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