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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-06-10
TX RA APPROVED 2025-03-31
  • SC RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States

Mount Pleasant, SC • 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 03/2024 Present
Ctc1 Llc Greenville NC 08/2021 09/2021
Express Wash Operations Llc Greenville NC 05/2022 07/2022
East Carolina University Greenville NC 08/2019 12/2020
Parkers Barbecue Inc Greenville NC 12/2020 04/2021
-East Carolina University Greenville NC 10/2022 07/2023
Gaston Christian School Gastonia NC 01/2014 08/2019
East Carolina University Greenville NC 04/2021 08/2021
Trinet Hr Charlotte NC 09/2021 01/2022
Carolina Eagle Distributing Inc Greenville NC 07/2022 10/2022
East Carolina University Greenville NC 01/2022 05/2022
Abc Supply Co. Charleston SC 07/2023 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Durham, NC
  • 08/2021 → 09/2021
    Ctc1 Llc
    Greenville, NC
  • 05/2022 → 07/2022
    Express Wash Operations Llc
    Greenville, NC
  • 08/2019 → 12/2020
    East Carolina University
    Greenville, NC
  • 12/2020 → 04/2021
    Parkers Barbecue Inc
    Greenville, NC
  • 10/2022 → 07/2023
    -East Carolina University
    Greenville, NC
  • 01/2014 → 08/2019
    Gaston Christian School
    Gastonia, NC
  • 04/2021 → 08/2021
    East Carolina University
    Greenville, NC
  • 09/2021 → 01/2022
    Trinet Hr
    Charlotte, NC
  • 07/2022 → 10/2022
    Carolina Eagle Distributing Inc
    Greenville, NC
  • 01/2022 → 05/2022
    East Carolina University
    Greenville, NC
  • 07/2023 → 03/2024
    Abc Supply Co.
    Charleston, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cary, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2024-11-11

View on SEC IAPD

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