Clayton Anderson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 02/2020
  Townepark
  Denver, CO
• 01/2019 → 01/2020
  Axa Advisors
  Denver, CO
• 09/2015 → 05/2018
  Regis University Department Of History & Politics
  Denver, CO
• 05/2017 → 08/2017
  Graco
  Denver, CO
• 08/2014 → Present
  Regis University
  Denver, CO
• 01/2019 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-02-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
  Folsom, CA
  Sacramento, CA
• 2019-05-03 → 2020-01-24
  Equitable Advisors, Llc
  Lakewood, CO

Other Businesses

OBA-93783|OrgNmn:Something Sweet Dough, LLC|Org Addr:Folsom,California,US|OBA Nature:Makes and sells ready to bake |Invst Rel:N|Title:I don't have one.|Duties:Manage pricing, profitability, cash flow, accounting.|StrtDt:11-14-22|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-04-30

Other Names

• Clayton Charles Anderson
• Clayton Anderson