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Joseph Burnette

Strategic Advisers LLC

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

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Capt'N Bills Backyard Grill Wilmington NC 04/2017 02/2018
Bluewater Waterfront Grill Wilmington NC 05/2017 08/2017
Lowes Home Improvement Wilmington NC 03/2018 03/2019
Carolina Bbq & Seafood Wilmington NC 03/2019 01/2020
Fundrazor Inc Wilmington NC 05/2019 05/2019
Unemployed Unemployed NC 01/2020 02/2021
Cape Fear Community College Wilmington NC 08/2016 07/2018
University Of North Carolina Wilmington Wilmington NC 08/2018 12/2020
Trugreen Lawn Care Wilmington NC 03/2021 03/2022
Safe Haven Security Wilmington NC 03/2022 12/2023
Fidelity Investments Durham NC 12/2023 Present
Ups Wilmington NC 11/2021 01/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 02/2018
    Capt'N Bills Backyard Grill
    Wilmington, NC
  • 05/2017 → 08/2017
    Bluewater Waterfront Grill
    Wilmington, NC
  • 03/2018 → 03/2019
    Lowes Home Improvement
    Wilmington, NC
  • 03/2019 → 01/2020
    Carolina Bbq & Seafood
    Wilmington, NC
  • 05/2019 → 05/2019
    Fundrazor Inc
    Wilmington, NC
  • 01/2020 → 02/2021
    Unemployed
    Unemployed, NC
  • 08/2016 → 07/2018
    Cape Fear Community College
    Wilmington, NC
  • 08/2018 → 12/2020
    University Of North Carolina Wilmington
    Wilmington, NC
  • 03/2021 → 03/2022
    Trugreen Lawn Care
    Wilmington, NC
  • 03/2022 → 12/2023
    Safe Haven Security
    Wilmington, NC
  • 12/2023 → Present
    Fidelity Investments
    Durham, NC
  • 11/2021 → 01/2022
    Ups
    Wilmington, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-03-21
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-03-21
Other Names
  • Joseph Carlton Burnette
  • Joseph Burnette

View on SEC IAPD

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