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Derek Philip Devon

Strategic Advisers LLC

Englewood, CO

Lakewood, 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

Englewood, CO • United States

343 S Teller St, Lakewood, CO 80226-7387 • 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
Cherry Hills Country Club Cherry Hills Village CO 05/2015 08/2017
University Of Colorado, Boulder Boulder CO 08/2015 12/2019
Fidelity Investments Greenwood Village CO 06/2019 08/2019
Fidelity Brokerage Services, Llc Greenwood Village CO 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2017
    Cherry Hills Country Club
    Cherry Hills Village, CO
  • 08/2015 → 12/2019
    University Of Colorado, Boulder
    Boulder, CO
  • 06/2019 → 08/2019
    Fidelity Investments
    Greenwood Village, CO
  • 02/2020 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-28
  • S66 Uniform Combined State Law Examination
    2020-05-28
Other Names
  • Derek Philip Devon
  • Derek P Devon

View on SEC IAPD

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