Ivan Mcivor Foley

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
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

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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
Fidelity Investments	Greenwood Village	CO	02/2021	Present
Unemployed	Denver	CO	05/2020	02/2021
Eastridge	Denver	CO	05/2020	05/2020
Unemployed	Denver	CO	06/2017	05/2020
Koch Exploration Company	Denver	CO	10/2015	06/2017
Fidelity Investments	Boston	MA	03/2025	Present

02/2021 → Present

Fidelity Investments

Greenwood Village, CO
05/2020 → 02/2021

Unemployed

Denver, CO
05/2020 → 05/2020

Eastridge

Denver, CO
06/2017 → 05/2020

Unemployed

Denver, CO
10/2015 → 06/2017

Koch Exploration Company

Denver, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Denver, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-01

S66 Uniform Combined State Law Examination

2021-06-01

Designations

Other Names

Ian Foley
Ivan Mcivor Foley
Ivan Mcivor Foley Iii

View on SEC IAPD

More in Centennial, CO

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