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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

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • 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
Appleone Employment Services Englewood CO 07/2020 12/2020
Adams State University Alamosa CO 09/2019 05/2020
Rocky Mountain Roller Hockey League Denver CO 07/2020 12/2020
Fidelity Investments Greenwood Village CO 12/2020 Present
Western Union Denver CO 06/2019 08/2019
Foothills Parks And Recreation District Littleton CO 05/2018 12/2020
Unemployed Littleton CO 11/2015 05/2018
Mountain Side Pizza Littleton CO 07/2020 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 12/2020
    Appleone Employment Services
    Englewood, CO
  • 09/2019 → 05/2020
    Adams State University
    Alamosa, CO
  • 07/2020 → 12/2020
    Rocky Mountain Roller Hockey League
    Denver, CO
  • 12/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2019 → 08/2019
    Western Union
    Denver, CO
  • 05/2018 → 12/2020
    Foothills Parks And Recreation District
    Littleton, CO
  • 11/2015 → 05/2018
    Unemployed
    Littleton, CO
  • 07/2020 → 07/2020
    Mountain Side Pizza
    Littleton, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-66795|OrgNmn:Lacrosse Reffing|Org Addr:Littleton,Colorado,US|OBA Nature:Youth sports officiating.|Invst Rel:N|Title:Youth Lacrosse Sports Official|Duties:Scorekeeping lacrosse games, and reffing|StrtDt:02-28-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-23
  • S66 Uniform Combined State Law Examination
    2021-03-23
Other Names
  • Nicholas Selfridge
  • Nicholas George Selfridge

View on SEC IAPD

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