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Adam D. Carey

Strategic Advisers LLC

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

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
Fidelity Brokerage Services Llc Greenwood Village CO 03/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, 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
    Highlands Ranch, CO
  • 2017-02-03 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
Other Businesses

OBA-116826|OrgNmn:Takedown Cards |Org Addr:Highlands ,Colorado,US|OBA Nature:Buying and selling trading car|Invst Rel:N|Title:Owner|Duties:Buying and selling trading cards|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-8506|OrgNmn:Golden Eagle Wrestling Club LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Teaching youth wrestling|Invst Rel:N|Title:Partner|Duties:Teaching children between ages 5-14 how to wrestle|StrtDt:11-06-17|TotHrs/mon:16|TrdHrs/mon:0|OBA-12271|OrgNmn:Takedown Properties LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Real Estate|Invst Rel:Y|Title:President|Duties:Manage Property, Collect Rent, and list when vacant.|StrtDt:03-18-19|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-27
S63 Uniform Securities Agent State Law Examination 2015-05-12
  • S66 Uniform Combined State Law Examination
    2017-01-27
  • S63 Uniform Securities Agent State Law Examination
    2015-05-12
Other Names
  • Adam Donovan Carey

View on SEC IAPD

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