Best Investors Account Sign in

Destiny Rae Morales

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-28
TX RA APPROVED 2025-08-28
  • CO RA
    APPROVED
    Since 2025-08-28
  • TX RA
    APPROVED
    Since 2025-08-28

Branch Locations

Denver, 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
Fidelity Investments Greenwood Village CO 01/2021 09/2023
Us Bank Denver CO 11/2011 12/2020
Assurance Denver CO 10/2023 04/2024
Fym Financial Denver CO 05/2024 05/2025
Fidelity Investments Greenwood Village CO 06/2025 Present
  • 01/2021 → 09/2023
    Fidelity Investments
    Greenwood Village, CO
  • 11/2011 → 12/2020
    Us Bank
    Denver, CO
  • 10/2023 → 04/2024
    Assurance
    Denver, CO
  • 05/2024 → 05/2025
    Fym Financial
    Denver, CO
  • 06/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-21
S63 Uniform Securities Agent State Law Examination 2021-06-15
  • S66 Uniform Combined State Law Examination
    2025-08-21
  • S63 Uniform Securities Agent State Law Examination
    2021-06-15
Other Names
  • Destiny Rae Morales
  • Destiny Morales

View on SEC IAPD

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor