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Samuel Walden

Strategic Advisers LLC

Cary, 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 2025-06-05
TX RA APPROVED 2025-06-05
  • NC RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED
    Since 2025-06-05

Branch Locations

Cary, 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
Smoothie King Morrisville NC 07/2017 10/2017
Penn Station Morrisville NC 03/2018 08/2018
Ruckus Morrisvlle NC 08/2018 09/2018
Stone Theaters Morrisville NC 09/2018 12/2018
Which Wich Morrisville NC 12/2018 03/2019
Full Moon Oyster Bar Morrisville NC 09/2019 09/2019
Cantina 18 Morrisville NC 03/2019 12/2019
Starbucks Cary NC 12/2019 12/2019
Travinia Morrisville NC 01/2020 03/2020
Cary High School Cary NC 08/2016 06/2020
Unemployed Raleigh/Cary NC 06/2020 08/2020
Wake Technical Community College Raleigh NC 08/2020 07/2022
The Raleigh Times Raleigh NC 05/2021 08/2022
The Law Offices Of Bryan Brice Raleigh NC 07/2021 08/2022
Gravy Raleigh NC 05/2022 08/2022
Cupcrazed Boone NC 09/2022 09/2022
Peppers Bar And Grill Boone NC 02/2022 04/2024
Massmutual Raleigh NC 03/2024 04/2024
Appalachian State University Boone NC 08/2022 04/2024
Doordash Raleigh NC 03/2021 05/2024
East Carolina University Greenville NC 05/2024 06/2024
Fidelity Investments Durham NC 06/2024 Present
  • 07/2017 → 10/2017
    Smoothie King
    Morrisville, NC
  • 03/2018 → 08/2018
    Penn Station
    Morrisville, NC
  • 08/2018 → 09/2018
    Ruckus
    Morrisvlle, NC
  • 09/2018 → 12/2018
    Stone Theaters
    Morrisville, NC
  • 12/2018 → 03/2019
    Which Wich
    Morrisville, NC
  • 09/2019 → 09/2019
    Full Moon Oyster Bar
    Morrisville, NC
  • 03/2019 → 12/2019
    Cantina 18
    Morrisville, NC
  • 12/2019 → 12/2019
    Starbucks
    Cary, NC
  • 01/2020 → 03/2020
    Travinia
    Morrisville, NC
  • 08/2016 → 06/2020
    Cary High School
    Cary, NC
  • 06/2020 → 08/2020
    Unemployed
    Raleigh/Cary, NC
  • 08/2020 → 07/2022
    Wake Technical Community College
    Raleigh, NC
  • 05/2021 → 08/2022
    The Raleigh Times
    Raleigh, NC
  • 07/2021 → 08/2022
    The Law Offices Of Bryan Brice
    Raleigh, NC
  • 05/2022 → 08/2022
    Gravy
    Raleigh, NC
  • 09/2022 → 09/2022
    Cupcrazed
    Boone, NC
  • 02/2022 → 04/2024
    Peppers Bar And Grill
    Boone, NC
  • 03/2024 → 04/2024
    Massmutual
    Raleigh, NC
  • 08/2022 → 04/2024
    Appalachian State University
    Boone, NC
  • 03/2021 → 05/2024
    Doordash
    Raleigh, NC
  • 05/2024 → 06/2024
    East Carolina University
    Greenville, NC
  • 06/2024 → Present
    Fidelity Investments
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2024-09-04
Other Names
  • Samuel Walden
  • Samuel Brooks Walden

View on SEC IAPD

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