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Angela Renee Bond

Strategic Advisers LLC

Parker, 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
  • CO RA
    APPROVED
    Since 2025-03-31

Branch Locations

Parker, 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
Charles Schwab & Co., Inc. Lone Tree CO 06/1999 11/2020
Fidelity Investments Greenwood Village CO 06/2021 Present
Unemployed Parker CO 11/2020 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/1999 → 11/2020
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 11/2020 → 06/2021
    Unemployed
    Parker, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2005-03-03 → 2020-12-10
    Charles Schwab & Co., Inc.
    Fishers (Indianapolis), IN
    Indianapolis, IN
    Fishers (Indianapolis), IN
    Fishers (Indianapolis), IN
    Lone Tree, CO
Other Businesses

OBA-132505|OrgNmn:FINRA Arbitrator|Org Addr:Denver,Colorado,US|OBA Nature:FINRA|Invst Rel:Y|Title:FINRA Arbitrator|Duties:Serve as an arbitrator for FINRA on cases within the local area|StrtDt:|TotHrs/mon:16|TrdHrs/mon:8|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-02
S63 Uniform Securities Agent State Law Examination 1998-06-02
  • S66 Uniform Combined State Law Examination
    2004-11-02
  • S63 Uniform Securities Agent State Law Examination
    1998-06-02
Other Names
  • Angela Renee Mattox
  • Angela Renee Mattox
  • Angela Renee Scott
  • Angela Ulsomer
  • Angela Renee Ulsomer
  • Angela Scott
  • Angela Renee Scott-Bond

View on SEC IAPD

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