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Andrew Lynch

Strategic Advisers LLC

Wake Forest, 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

Wake Forest, 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
Unemployed Raleigh NC 06/2020 08/2020
Fonville Morisey Realty Raleigh NC 08/2020 12/2021
Van Horn Realty Inc Powered By Compass Realty Raleigh NC 12/2021 05/2024
Lyft Tarrytown NY 08/2018 11/2018
Starbucks Raleigh NC 08/2021 12/2023
Elettrotek Kabel North America, Inc. Parsippany-Troy Hills NJ 02/2014 06/2020
Fidelity Investments Durham NC 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 08/2020
    Unemployed
    Raleigh, NC
  • 08/2020 → 12/2021
    Fonville Morisey Realty
    Raleigh, NC
  • 12/2021 → 05/2024
    Van Horn Realty Inc Powered By Compass Realty
    Raleigh, NC
  • 08/2018 → 11/2018
    Lyft
    Tarrytown, NY
  • 08/2021 → 12/2023
    Starbucks
    Raleigh, NC
  • 02/2014 → 06/2020
    Elettrotek Kabel North America, Inc.
    Parsippany-Troy Hills, NJ
  • 05/2024 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Wake Forest, NC
Other Businesses

OBA-116413|OrgNmn:Andrew Lynch|Org Addr:Wake Fores,North Caro,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Sole Proprietor|Duties:Refer real estate business to previous firm for a referral charge.|StrtDt:01-31-25|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-29
  • S66 Uniform Combined State Law Examination
    2024-10-29

View on SEC IAPD

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