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Anna Grace Call

Strategic Advisers LLC

Cary, NC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • 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
Fidelity Investments Cary NC 06/2024 Present
North Carolina State University Raleigh NC 08/2020 06/2024
Greek House/Threadly (Virtual Job) Raleigh NC 05/2021 01/2022
St. David'S School Raleigh NC 02/2014 08/2020
Fidelity Investments Durham NC 06/2022 08/2022
Swim Club Management Group Raleigh NC 05/2018 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → Present
    Fidelity Investments
    Cary, NC
  • 08/2020 → 06/2024
    North Carolina State University
    Raleigh, NC
  • 05/2021 → 01/2022
    Greek House/Threadly (Virtual Job)
    Raleigh, NC
  • 02/2014 → 08/2020
    St. David'S School
    Raleigh, NC
  • 06/2022 → 08/2022
    Fidelity Investments
    Durham, NC
  • 05/2018 → 08/2019
    Swim Club Management Group
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
    Cary, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-03
  • S66 Uniform Combined State Law Examination
    2024-12-03
Other Names
  • Anna G Call
  • Anna Grace Call
  • Anna Grace Call

View on SEC IAPD

Other Firms

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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