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Matthew Gerner

Strategic Advisers LLC

Durham, 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

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, 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 Covington KY 04/2024 Present
Romtech Raleigh NC 04/2022 03/2024
Phoenix Physical Therapy Bloomsburg PA 01/2020 03/2020
Greater Plymouth Community Center Plymouth Meeting PA 10/2018 11/2020
Dawson'S Restaurant Plymouth Meeting PA 09/2015 09/2016
Olive Garden Bloomsburg PA 01/2018 05/2020
Plymouth Swim Club Plymouth Meeting PA 03/2014 07/2019
Health Advocate Plymouth Meeting PA 05/2018 08/2018
Ati Carborro NC 01/2022 04/2022
Fuel Fitness Durham NC 11/2020 12/2021
Applebee'S Plymouth Meeting PA 01/2017 01/2018
Triangle Rock Club Durham NC 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2024 → Present
    Fidelity Investments
    Covington, KY
  • 04/2022 → 03/2024
    Romtech
    Raleigh, NC
  • 01/2020 → 03/2020
    Phoenix Physical Therapy
    Bloomsburg, PA
  • 10/2018 → 11/2020
    Greater Plymouth Community Center
    Plymouth Meeting, PA
  • 09/2015 → 09/2016
    Dawson'S Restaurant
    Plymouth Meeting, PA
  • 01/2018 → 05/2020
    Olive Garden
    Bloomsburg, PA
  • 03/2014 → 07/2019
    Plymouth Swim Club
    Plymouth Meeting, PA
  • 05/2018 → 08/2018
    Health Advocate
    Plymouth Meeting, PA
  • 01/2022 → 04/2022
    Ati
    Carborro, NC
  • 11/2020 → 12/2021
    Fuel Fitness
    Durham, NC
  • 01/2017 → 01/2018
    Applebee'S
    Plymouth Meeting, PA
  • 06/2024 → Present
    Triangle Rock Club
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Durham, NC
Other Businesses

OBA-109588|OrgNmn:Triangle Rock Club|Org Addr:Durham,North Caro,US|OBA Nature:Front desk of a rock climbing |Invst Rel:N|Title:Employee|Duties:Selling gym memberships, maintining facility, safety checks|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-14
  • S66 Uniform Combined State Law Examination
    2024-11-14

View on SEC IAPD

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