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Daniel Odeh

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

Durham, 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
Broad River Retail Durham NC 08/2021 08/2023
Wells Fargo Bank, Na Durham NC 03/2018 03/2019
Full Time Education Chapel Hill NC 01/2019 12/2019
Unemployed Durham NC 06/2021 08/2021
Fidelity Investments Durham NC 04/2024 Present
Unemployed Durham NC 08/2017 02/2018
Whole Foods Market Chapel Hill NC 01/2020 05/2021
Full Time Education Chapel Hill NC 05/2016 07/2017
Sprouts Farmers Market Durham NC 03/2024 04/2024
Unemployed Durham NC 09/2023 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 08/2023
    Broad River Retail
    Durham, NC
  • 03/2018 → 03/2019
    Wells Fargo Bank, Na
    Durham, NC
  • 01/2019 → 12/2019
    Full Time Education
    Chapel Hill, NC
  • 06/2021 → 08/2021
    Unemployed
    Durham, NC
  • 04/2024 → Present
    Fidelity Investments
    Durham, NC
  • 08/2017 → 02/2018
    Unemployed
    Durham, NC
  • 01/2020 → 05/2021
    Whole Foods Market
    Chapel Hill, NC
  • 05/2016 → 07/2017
    Full Time Education
    Chapel Hill, NC
  • 03/2024 → 04/2024
    Sprouts Farmers Market
    Durham, NC
  • 09/2023 → 02/2024
    Unemployed
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-06
  • S66 Uniform Combined State Law Examination
    2024-12-06

View on SEC IAPD

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