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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

Centennial, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Peachwave Frozen Yogurt Highlands Ranch CO 09/2013 12/2016
Macky Auditorium, University Of Colorado - Boulder Boulder CO 08/2015 05/2020
Open Source Storage Inc. Littleton CO 06/2020 10/2020
Fidelity Investments Greenwood Village CO 10/2020 Present
University Of Colorado - Boulder Boulder CO 08/2015 05/2020
College Of Music, University Of Colorado - Boulder Boulder CO 07/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 12/2016
    Peachwave Frozen Yogurt
    Highlands Ranch, CO
  • 08/2015 → 05/2020
    Macky Auditorium, University Of Colorado - Boulder
    Boulder, CO
  • 06/2020 → 10/2020
    Open Source Storage Inc.
    Littleton, CO
  • 10/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2015 → 05/2020
    University Of Colorado - Boulder
    Boulder, CO
  • 07/2016 → 05/2020
    College Of Music, University Of Colorado - Boulder
    Boulder, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-20
S63 Uniform Securities Agent State Law Examination 2021-12-20
  • S66 Uniform Combined State Law Examination
    2022-05-20
  • S63 Uniform Securities Agent State Law Examination
    2021-12-20
Other Names
  • Ian Andrew Kerns
  • Ian Kerns

View on SEC IAPD

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