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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

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

Timnath, CO • United States

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2020 12/2020
Northwestern Mutual Investment Services Llc Fort Collins CO 01/2020 12/2022
Jp Morgan Private Bank Scottsdale AZ 06/2018 08/2019
Td Ameritrade Omaha NE 06/2016 05/2018
Unemployed Timnath CO 09/2019 12/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2020 12/2020
Ryan Yoder Fort Collins CO 12/2020 12/2022
Brian Campbell Fort Collins CO 12/2020 12/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2021 12/2022
Fidelity Brokerage Services Llc Fort Collins CO 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 12/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2020 → 12/2022
    Northwestern Mutual Investment Services Llc
    Fort Collins, CO
  • 06/2018 → 08/2019
    Jp Morgan Private Bank
    Scottsdale, AZ
  • 06/2016 → 05/2018
    Td Ameritrade
    Omaha, NE
  • 09/2019 → 12/2019
    Unemployed
    Timnath, CO
  • 05/2020 → 12/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2020 → 12/2022
    Ryan Yoder
    Fort Collins, CO
  • 12/2020 → 12/2022
    Brian Campbell
    Fort Collins, CO
  • 01/2021 → 12/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2023 → Present
    Fidelity Brokerage Services Llc
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-03
S63 Uniform Securities Agent State Law Examination 2018-02-12
  • S66 Uniform Combined State Law Examination
    2023-03-03
  • S63 Uniform Securities Agent State Law Examination
    2018-02-12
Other Names
  • John Davis Glaubke
  • John Glaubke

View on SEC IAPD

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