Best Investors Account Sign in
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

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
Fidelity Brokerage Services, Llc Englewood CO 03/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → Present
    Fidelity Brokerage Services, Llc
    Englewood, 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
    Parker, CO
    Greenwood Village, CO
  • 2015-04-10 → 2018-07-13
    Greenwood Village, CO
  • 2010-08-25 → 2014-03-12
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 2007-11-19 → 2009-02-04
    Chase Investment Services Corp.
    Colorado Springs, CO
    Colorado Springs, CO
  • 2006-02-16 → 2006-07-03
    Lakewood, CO
  • 2005-07-06 → 2006-02-14
    Chase Investment Services Corp.
    Colorado Springs, CO
  • 2005-04-06 → 2005-07-06
    Banc One Securities Corporation
    Peoria, AZ
  • 2002-05-07 → 2004-08-18
    Sun City, AZ
Other Businesses

OBA-5298|OrgNmn:P&W Restorations|Org Addr:Parker,Colorado,US|OBA Nature:Antique Restoration|Invst Rel:N|Title:Partner|Duties:I will be assisting with the restoration process for antiques. Marketing and sales.|StrtDt:03-31-15|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-06
S63 Uniform Securities Agent State Law Examination 2000-06-22
  • S65 Uniform Investment Adviser Law Examination
    2002-05-06
  • S63 Uniform Securities Agent State Law Examination
    2000-06-22
Other Names
  • Wayne Alan Watts

View on SEC IAPD

More in Parker, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor