Levar James Williams

Strategic Advisers LLC

Greenwood Village, CO

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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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Aurora, 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

Organization	City	State	From	To
Mass Mutual	Denver	CO	10/2020	04/2021
Cowan Cares Management	Aurora	CO	08/2018	10/2020
Cgl-Cpa	Denver	CO	05/2006	08/2018
Thrivent Investment Management Inc	Greenwood Village	CO	04/2021	08/2021
Thrivent Financial	Appleton	WI	04/2021	08/2021
Syntrinsic Investment Counsel Llc	Denver	CO	08/2021	11/2022
Fidelity Investments	Denver	CO	02/2023	Present
Unemployed	Denver	CO	11/2022	02/2023
Amazon.COm, Inc	Denver	CO	09/2017	03/2018
Fidelity Investments	Boston	MA	03/2025	Present

10/2020 → 04/2021

Mass Mutual

Denver, CO
08/2018 → 10/2020

Cowan Cares Management

Aurora, CO
05/2006 → 08/2018

Cgl-Cpa

Denver, CO
04/2021 → 08/2021

Thrivent Investment Management Inc

Greenwood Village, CO
04/2021 → 08/2021

Thrivent Financial

Appleton, WI
08/2021 → 11/2022

Syntrinsic Investment Counsel Llc

Denver, CO
02/2023 → Present

Fidelity Investments

Denver, CO
11/2022 → 02/2023

Unemployed

Denver, CO
09/2017 → 03/2018

Amazon.COm, Inc

Denver, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-05-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO
2021-09-01 → 2022-12-15

Syntrinsic Investment Counsel, Llc.

Denver, CO
2021-07-06 → 2021-08-25

Thrivent Investment Management Inc.

Greenwood Village, CO

Other Businesses

OBA-111403|OrgNmn:LeVar Williams|Org Addr:Aurora ,Colorado,US|OBA Nature:Recording Artist - May earn mo|Invst Rel:N|Title:Artist |Duties:Record, distribute and perform musical compositions. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-09

S66 Uniform Combined State Law Examination

2021-06-09

Other Names

Levar Williams

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE

JOHN MICHAEL DODDS

DEANNA LEE MEYER

BRENT Allan LEE

Dean Edward Norsworthy

DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO

MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO

AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

MORGAN STANLEY · Greenwood Village, CO

RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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