Apex, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fidelity
Institution
Firm-wide stats for Fidelity
About
Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.
The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.
Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.
Based on Fidelity
Location
Apex NC
Advisors at this office
3
Advisors at this office
Alayna S
Series 66
Apex, NC
Fidelity
Alayna Sherwood is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on providing tailored financial planning services that aim to make the process simple and pleasant for clients. She emphasizes building long-term partnerships to support clients' goals through education and confidence. Alayna's expertise lies in personalized financial planning that addresses the unique needs of each client. She is committed to delivering support and guidance throughout the financial planning journey. Outside of her professional work, Alayna enjoys boating, golf, spending time with her pets, and traveling.
Carrie S
Series 63, Series 65
Apex, NC
Fidelity
Carrie Slaughter is Vice President and Branch Leader at Fidelity Investments, where she leads the Cary office and coaches a team of financial professionals. She collaborates with clients to co-create financial plans designed to be actionable and aligned with their financial goals, while ensuring a positive client experience. Her career at Fidelity Investments spans from 2007, beginning as a 401(k) Service Representative, progressing through various roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Assistant Branch Leader, and currently serving as Vice President and Branch Leader since 2022. This extensive experience reflects her deep knowledge in financial planning and client relationship management. Carrie has expressed personal interests in the beach and traveling.
Lucas B
Series 63, Series 66
Apex, NC
Fidelity
Lucas Bourne is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Fidelity in various roles since 2008, including positions at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios constructed from mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI-driven research methods.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)