Terrell Berry

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kroger	Fuquay-Varina	NC	06/2016	07/2017
Coder Kids	Cary	NC	09/2019	11/2019
Truist Bank	Cary	NC	07/2021	07/2024
Biscuitville	Fuquay-Varina	NC	07/2018	10/2019
Unc Pembroke	Pembroke	NC	08/2015	12/2019
Target	Garner	NC	10/2019	07/2024
Fidelity Investments	Durham	NC	07/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 07/2017

Kroger

Fuquay-Varina, NC
09/2019 → 11/2019

Coder Kids

Cary, NC
07/2021 → 07/2024

Truist Bank

Cary, NC
07/2018 → 10/2019

Biscuitville

Fuquay-Varina, NC
08/2015 → 12/2019

Unc Pembroke

Pembroke, NC
10/2019 → 07/2024

Target

Garner, NC
07/2024 → Present

Fidelity Investments

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-10-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Apex, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-07

S66 Uniform Combined State Law Examination

2024-10-07

View on SEC IAPD

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