Colton Todd

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Vail, AZ • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • 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
National Youth Sports	Tucson	AZ	11/2015	05/2018
University Of Arizona	Tucson	AZ	08/2018	05/2019
Bartending 101 Inc.	Tucson	AZ	03/2017	08/2018
Texas Roadhouse	Tucson	AZ	03/2018	12/2021
Northwestern Mutual	Tucson	AZ	05/2020	08/2020
Fidelity Investments	Tucson	AZ	01/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2015 → 05/2018

National Youth Sports

Tucson, AZ
08/2018 → 05/2019

University Of Arizona

Tucson, AZ
03/2017 → 08/2018

Bartending 101 Inc.

Tucson, AZ
03/2018 → 12/2021

Texas Roadhouse

Tucson, AZ
05/2020 → 08/2020

Northwestern Mutual

Tucson, AZ
01/2022 → Present

Fidelity Investments

Tucson, AZ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-01-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tucson, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-29
S63	Uniform Securities Agent State Law Examination	2022-07-11

S66 Uniform Combined State Law Examination

2024-04-29
S63 Uniform Securities Agent State Law Examination

2022-07-11

View on SEC IAPD

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