Cody Boone

Strategic Advisers LLC

Wake Forest, NC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

Wake Forest, 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

Organization	City	State	From	To
Matheson Inc	California	CA	01/2023	02/2023
Automatic Data Processing Inc	Roseland	NJ	05/2022	11/2023
Unemployed	Raleigh	NC	12/2023	01/2024
Techtronic Industrues Inc	Anderson	SC	08/2021	05/2022
Orthofix	Lewisville	TX	02/2021	08/2021
Fidelity Investments	Durham	NC	01/2024	Present
Full Time Student	Radford	VA	09/2016	01/2021
Fidelity Investments	Boston	MA	03/2025	Present

01/2023 → 02/2023

Matheson Inc

California, CA
05/2022 → 11/2023

Automatic Data Processing Inc

Roseland, NJ
12/2023 → 01/2024

Unemployed

Raleigh, NC
08/2021 → 05/2022

Techtronic Industrues Inc

Anderson, SC
02/2021 → 08/2021

Orthofix

Lewisville, TX
01/2024 → Present

Fidelity Investments

Durham, NC
09/2016 → 01/2021

Full Time Student

Radford, VA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-06-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Raleigh, NC

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-13

S66 Uniform Combined State Law Examination

2024-05-13

View on SEC IAPD

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