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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Castle Rock, CO • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Denver CO 04/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2000 → Present
    Fidelity Investments
    Denver, CO
  • 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
    Castle Rock, CO
    Centennial, CO
    Lone Tree, CO
  • 2004-04-27 → 2018-07-13
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-02
  • S66 Uniform Combined State Law Examination
    2001-02-02
Designations
Other Names
  • Keith John Richardson

View on SEC IAPD

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