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Nancy Rezek

Strategic Advisers LLC

Greenwood Village, CO

Denver, 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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, 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
Ubs Financial Services Inc. Denver CO 05/2020 04/2021
Jeffco Public Schools Golden CO 10/2018 05/2019
Westminster Public Schools Westminster CO 08/2017 05/2018
Hinsdale Community District 181 Hinsdale IL 08/2015 06/2017
Unemployed Unemployed CO 06/2019 04/2020
Unemployed Unemployed CO 06/2018 10/2018
Fidelity Investments Greenwood Village CO 08/2021 Present
Unemployed Denver CO 04/2021 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 04/2021
    Ubs Financial Services Inc.
    Denver, CO
  • 10/2018 → 05/2019
    Jeffco Public Schools
    Golden, CO
  • 08/2017 → 05/2018
    Westminster Public Schools
    Westminster, CO
  • 08/2015 → 06/2017
    Hinsdale Community District 181
    Hinsdale, IL
  • 06/2019 → 04/2020
    Unemployed
    Unemployed, CO
  • 06/2018 → 10/2018
    Unemployed
    Unemployed, CO
  • 08/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 04/2021 → 08/2021
    Unemployed
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-24
  • S66 Uniform Combined State Law Examination
    2021-11-24
Other Names
  • Nancy M Fawzy

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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