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Whitney Redler

Strategic Advisers LLC

Highlands Ranch, 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

Highlands Ranch, 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
Fidelity Investments Denver CO 09/2020 Present
First Steps Pediatric Therapy, Inc. Aurora CO 07/2018 09/2020
Unemployed Denver CO 05/2018 07/2018
University Of South Dakota Vermillion SD 07/2015 05/2018
Mary Kay Denver CO 02/2019 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → Present
    Fidelity Investments
    Denver, CO
  • 07/2018 → 09/2020
    First Steps Pediatric Therapy, Inc.
    Aurora, CO
  • 05/2018 → 07/2018
    Unemployed
    Denver, CO
  • 07/2015 → 05/2018
    University Of South Dakota
    Vermillion, SD
  • 02/2019 → 09/2020
    Mary Kay
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-122224|OrgNmn:Cottage Rose, LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:LLC created for purpose of ren|Invst Rel:Y|Title:Partner|Duties:Collecting rent and home maintenance as needed|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-118074|OrgNmn:Whitney Redler|Org Addr:Highlands ,Colorado,US|OBA Nature:I am providing unaffiliated da|Invst Rel:N|Title:Day-of Coordinator|Duties:Meet with bride and groom 2-3x before wedding and provide services on the day of the wedding. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-21
S63 Uniform Securities Agent State Law Examination 2021-01-28
  • S66 Uniform Combined State Law Examination
    2022-07-21
  • S63 Uniform Securities Agent State Law Examination
    2021-01-28
Other Names
  • Whitney Leigh Redler
  • Whitney Redler

View on SEC IAPD

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