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Holly Pronze

Strategic Advisers LLC

Denver, CO

Golden, CO

CRD 4227124

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States

Golden, CO • 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 Covington KY 11/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2000 → Present
    Fidelity Investments
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Golden, CO
    Denver, CO
  • 2009-09-11 → 2018-07-13
    Strategic Advisers Llc
    Denver, CO
    Denver, CO
    Smithfield, RI
Other Businesses

OBA-101932|OrgNmn:Holly Pronze Estate LLC|Org Addr:Denver,Colorado,US|OBA Nature:Rental House|Invst Rel:Y|Title:Owner|Duties:collecting rent|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-22
S63 Uniform Securities Agent State Law Examination 2001-09-28
  • S66 Uniform Combined State Law Examination
    2008-04-22
  • S63 Uniform Securities Agent State Law Examination
    2001-09-28
Other Names
  • Holly Marie Pronze

View on SEC IAPD

Nearby Firms

EXCELLERE PARTNERS
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MORGAN STANLEY

Nearby Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz

Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO

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