Inactive

Ryann Randall

Strategic Advisers LLC

Greenwood Village, CO

CRD 6659260

Claim This Profile

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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-02-05
TX	RA	APPROVED	2024-02-05

CO RA
APPROVED

Since 2024-02-05
TX RA
APPROVED

Since 2024-02-05

Branch Locations

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

Organization	City	State	From	To
First Ascent Asset Management	Denver	CO	03/2016	08/2017
Fidelity Investments	Greenwood Village	CO	08/2017	Present

03/2016 → 08/2017

First Ascent Asset Management

Denver, CO
08/2017 → Present

Fidelity Investments

Greenwood Village, CO

Previous Registrations

2016-11-22 → 2017-08-08

First Ascent Asset Management, Llc

Denver, CO

Designations

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC

MARSHALL INVESTMENT MANAGEMENT, LLC

AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE

JOHN MICHAEL DODDS

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO

MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO

AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

More in Greenwood Village, CO

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor