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Samuel Edward Brotherton

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

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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
Forward Madison Fc Madison WI 02/2023 11/2023
Sunderland Afc Sunderland 01/2017 01/2019
Generate Wealth Auckland 02/2022 01/2023
Unemployed Auckland 11/2020 04/2021
Unemployed Raleigh NC 11/2023 04/2024
North Carolina Fc Raleigh NC 02/2019 11/2020
Auckland City Fc Auckland 04/2021 11/2021
University Of Wisconsin-Madison Madison WI 09/2015 01/2017
Unemployed Auckland 01/2023 02/2023
Fidelity Investments Durham NC 04/2024 Present
Unemployed Auckland 11/2021 02/2022
Unemployed Auckland 01/2019 02/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → 11/2023
    Forward Madison Fc
    Madison, WI
  • 01/2017 → 01/2019
    Sunderland Afc
    Sunderland
  • 02/2022 → 01/2023
    Generate Wealth
    Auckland
  • 11/2020 → 04/2021
    Unemployed
    Auckland
  • 11/2023 → 04/2024
    Unemployed
    Raleigh, NC
  • 02/2019 → 11/2020
    North Carolina Fc
    Raleigh, NC
  • 04/2021 → 11/2021
    Auckland City Fc
    Auckland
  • 09/2015 → 01/2017
    University Of Wisconsin-Madison
    Madison, WI
  • 01/2023 → 02/2023
    Unemployed
    Auckland
  • 04/2024 → Present
    Fidelity Investments
    Durham, NC
  • 11/2021 → 02/2022
    Unemployed
    Auckland
  • 01/2019 → 02/2019
    Unemployed
    Auckland
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-25
  • S66 Uniform Combined State Law Examination
    2024-07-25
Other Names
  • Samuel E Brotherton
  • Samuel Brotherton

View on SEC IAPD

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