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Joshua Beese

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
Chipotle Cary NC 05/2020 09/2020
Unemployed Cary NC 09/2020 07/2021
Unemployed Cary NC 09/2021 05/2022
Harris Teeter Mathews NC 07/2021 09/2021
Self Employed Cary NC 05/2022 12/2023
Fidelity Investments Durham NC 01/2024 Present
Cary Ice House Cary NC 07/2021 09/2021
Cary Ice House Cary NC 06/2014 06/2018
Amazon Raleigh NC 05/2020 08/2020
Unemployed Cary NC 06/2018 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 09/2020
    Chipotle
    Cary, NC
  • 09/2020 → 07/2021
    Unemployed
    Cary, NC
  • 09/2021 → 05/2022
    Unemployed
    Cary, NC
  • 07/2021 → 09/2021
    Harris Teeter
    Mathews, NC
  • 05/2022 → 12/2023
    Self Employed
    Cary, NC
  • 01/2024 → Present
    Fidelity Investments
    Durham, NC
  • 07/2021 → 09/2021
    Cary Ice House
    Cary, NC
  • 06/2014 → 06/2018
    Cary Ice House
    Cary, NC
  • 05/2020 → 08/2020
    Amazon
    Raleigh, NC
  • 06/2018 → 05/2020
    Unemployed
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
    Durham, NC
Other Businesses

OBA-105827|OrgNmn:Private Coaching|Org Addr:Raleigh,North Caro,US|OBA Nature:Work with kids and adults on w|Invst Rel:N|Title:Sole Proprietor|Duties:Working 1 on 1 with clients to help develop hockey and skating skills|StrtDt:05-21-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-14
  • S66 Uniform Combined State Law Examination
    2024-06-14
Other Names
  • Josh Beese

View on SEC IAPD

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