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Payton James Mclachlan

Strategic Advisers LLC

Denver, CO

Highlands Ranch, 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

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States

Highlands Ranch, 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
Key Bank Denver CO 07/2015 12/2018
Key Investment Services Denver CO 08/2015 12/2018
Jyve Corporation Denver CO 02/2019 06/2019
First Western Trust Englewood CO 06/2019 02/2020
All Copy Products Denver CO 03/2020 01/2021
Fidelity Investment Greenwood Village CO 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 12/2018
    Key Bank
    Denver, CO
  • 08/2015 → 12/2018
    Key Investment Services
    Denver, CO
  • 02/2019 → 06/2019
    Jyve Corporation
    Denver, CO
  • 06/2019 → 02/2020
    First Western Trust
    Englewood, CO
  • 03/2020 → 01/2021
    All Copy Products
    Denver, CO
  • 02/2021 → Present
    Fidelity Investment
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-20
S63 Uniform Securities Agent State Law Examination 2015-08-17
  • S66 Uniform Combined State Law Examination
    2021-09-20
  • S63 Uniform Securities Agent State Law Examination
    2015-08-17
Other Names
  • Payton James Mclachlan
  • Payton Mclachlan
  • Payton J Mclachlan

View on SEC IAPD

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