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Liliana Barela

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
Fidelity Investments Durham NC 01/2024 Present
Self Employed Morrisville NC 02/2022 01/2024
Unemployed Astoria NY 01/2014 01/2017
Self Employed Raleigh NC 03/2020 02/2022
Self Employed Astoria NY 01/2017 03/2020
Door Dash Raleigh NC 11/2023 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 01/2024 → Present
    Fidelity Investments
    Durham, NC
  • 02/2022 → 01/2024
    Self Employed
    Morrisville, NC
  • 01/2014 → 01/2017
    Unemployed
    Astoria, NY
  • 03/2020 → 02/2022
    Self Employed
    Raleigh, NC
  • 01/2017 → 03/2020
    Self Employed
    Astoria, NY
  • 11/2023 → 01/2024
    Door Dash
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Other Businesses

OBA-105730|OrgNmn:liliana barela|Org Addr:morrisvill,North Caro,US|OBA Nature:online sales|Invst Rel:N|Title:Sole Proprietor|Duties:administrative|StrtDt:01-01-17|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-07
S63 Uniform Securities Agent State Law Examination 2024-04-24
  • S66 Uniform Combined State Law Examination
    2025-02-07
  • S63 Uniform Securities Agent State Law Examination
    2024-04-24
Other Names
  • Liliana Morales Barela
  • Liliana Morales
  • Liliana Elena Morales
  • Liliana Barela

View on SEC IAPD

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