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Kristian R. Carlson

Strategic Advisers LLC

Aurora, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-22
CO RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-07-22
  • CO RA
    APPROVED
    Since 2025-03-31

Branch Locations

Aurora, 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 Brokerage Services, Llc Greenwood Village CO 06/2013 06/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2021
Charles Schwab & Co., Inc. Lone Tree CO 10/2021 06/2023
Charles Schwab Bank, Ssb Lone Tree CO 11/2021 06/2023
Empower Greenwood Village CO 09/2021 10/2021
Key Investment Services Parker CO 06/2023 10/2023
Fidelity Investments Greenwood Village CO 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 06/2018
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 07/2018 → 09/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2021 → 06/2023
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 11/2021 → 06/2023
    Charles Schwab Bank, Ssb
    Lone Tree, CO
  • 09/2021 → 10/2021
    Empower
    Greenwood Village, CO
  • 06/2023 → 10/2023
    Key Investment Services
    Parker, CO
  • 10/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Centennial, CO
  • 2023-06-12 → 2023-10-23
    Key Investment Services Llc
    Parker, CO
    Brooklyn, OH
  • 2021-11-16 → 2023-06-13
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 2018-07-13 → 2021-08-30
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-07-09 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
Other Businesses

OBA-130359|OrgNmn:n/a|Org Addr:aurora,Colorado,US|OBA Nature:i collect sports cards|Invst Rel:N|Title:none|Duties:none, i buy and sell sports cards sometimes. |StrtDt:05-22-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-09
S63 Uniform Securities Agent State Law Examination 2008-09-18
  • S66 Uniform Combined State Law Examination
    2014-06-09
  • S63 Uniform Securities Agent State Law Examination
    2008-09-18
Other Names
  • Kristian R Carlson
  • Kristian Carlson
  • Kristian Richard Carlson

View on SEC IAPD

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