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Dylan Gould

Strategic Advisers LLC

Greenwood Village, CO

Morrison, CO

CRD 7257576

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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

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

Morrison, 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
The Jager Greeley CO 03/2018 07/2020
University Of Northern Colorado Greeley CO 06/2015 05/2020
New York Life Insurance Co Denver CO 07/2020 03/2021
Nylife Securities Llc Denver CO 12/2020 03/2021
Fidelity Investments Greenwood Village CO 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 07/2020
    The Jager
    Greeley, CO
  • 06/2015 → 05/2020
    University Of Northern Colorado
    Greeley, CO
  • 07/2020 → 03/2021
    New York Life Insurance Co
    Denver, CO
  • 12/2020 → 03/2021
    Nylife Securities Llc
    Denver, CO
  • 03/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-18
  • S66 Uniform Combined State Law Examination
    2021-10-18

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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