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Advisor at STRATEGIC ADVISERS LLC
DURHAM, NC | CLAYTON, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | CLAYTON, NC|DURHAM, NC|CLAYTON, NC|DURHAM, NC | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 15, 2021 | Mar 31, 2025 | no | RALEIGH, NC | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 31, 2020 | Jan 5, 2021 | no | RALEIGH, NC | Previous registration |
| Captrust | Institutional manager | Jun 9, 2017 | Aug 6, 2020 | no | Bethlehem, PA|RALEIGH, NC | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 15, 2016 | May 12, 2017 | no | Allentown, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| MORGAN STANLEY | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jan 5, 2021 | Jan 15, 2021 | 10 | Firm change | Wirehouse to ibd |
| Captrust | MORGAN STANLEY | Aug 6, 2020 | Aug 31, 2020 | 25 | Firm change | Other |
| MORGAN STANLEY | Captrust | May 12, 2017 | Jun 9, 2017 | 28 | Firm change | Other |