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Gregory William Giles

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

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

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Jackson National Life Distributors Denver CO 07/2010 10/2018
Unemployed Denver CO 11/2018 03/2019
Uber Denver CO 03/2019 05/2019
Fidelity Brokerage Services Llc Greenwood Village CO 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2010 → 10/2018
    Jackson National Life Distributors
    Denver, CO
  • 11/2018 → 03/2019
    Unemployed
    Denver, CO
  • 03/2019 → 05/2019
    Uber
    Denver, CO
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-26
S63 Uniform Securities Agent State Law Examination 2000-01-31
  • S66 Uniform Combined State Law Examination
    2019-07-26
  • S63 Uniform Securities Agent State Law Examination
    2000-01-31
Other Names
  • Greg William Giles

View on SEC IAPD

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