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Andrew Curtis Espinosa

Strategic Advisers LLC

Greenwood Village, CO

Littleton, 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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Littleton, CO • 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 05/2020 Present
Icon Engineering, Inc Centennial CO 02/2014 09/2019
Unemployed Aurora CO 09/2019 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 02/2014 → 09/2019
    Icon Engineering, Inc
    Centennial, CO
  • 09/2019 → 05/2020
    Unemployed
    Aurora, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-15168|OrgNmn:Platte River Properties LLC|Org Addr:Littleton,Colorado,US|OBA Nature:Real estate investing|Invst Rel:Y|Title:Partner|Duties:None really. We have property management in place|StrtDt:06-10-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-22
S63 Uniform Securities Agent State Law Examination 2020-09-15
  • S66 Uniform Combined State Law Examination
    2021-02-22
  • S63 Uniform Securities Agent State Law Examination
    2020-09-15
Other Names
  • Andrew Curtis Espinosa
  • Andrew Espinosa

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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