Best Investors Account Sign in

Cole A. Seperich

Strategic Advisers LLC

Greenwood Village, CO

Denver, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-01
TX RA APPROVED 2026-04-01
  • CO RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

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

Denver, 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
OrganizationCityStateFromTo
Walgreens Fort Collins CO 09/2022 04/2023
Achieve Sports Center Aurora CO 01/2024 06/2024
Cherokee Trail High School Aurora CO 07/2015 05/2019
Fidelity Investments Greenwood Village CO 08/2025 Present
Northwestern Mutual Lakewood CO 05/2021 06/2022
George Fox University Newberg OR 08/2019 05/2021
Ep Wealth Advisors Littleton CO 05/2023 12/2023
Colorado State University Fort Collins CO 06/2021 05/2023
Jamba Juice Aurora CO 08/2016 08/2019
Doordash Parker CO 03/2020 08/2020
Topgolf Centennial CO 06/2024 07/2025
  • 09/2022 → 04/2023
    Walgreens
    Fort Collins, CO
  • 01/2024 → 06/2024
    Achieve Sports Center
    Aurora, CO
  • 07/2015 → 05/2019
    Cherokee Trail High School
    Aurora, CO
  • 08/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2021 → 06/2022
    Northwestern Mutual
    Lakewood, CO
  • 08/2019 → 05/2021
    George Fox University
    Newberg, OR
  • 05/2023 → 12/2023
    Ep Wealth Advisors
    Littleton, CO
  • 06/2021 → 05/2023
    Colorado State University
    Fort Collins, CO
  • 08/2016 → 08/2019
    Jamba Juice
    Aurora, CO
  • 03/2020 → 08/2020
    Doordash
    Parker, CO
  • 06/2024 → 07/2025
    Topgolf
    Centennial, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-27
  • S66 Uniform Combined State Law Examination
    2026-03-27
Other Names
  • Cole Arthur Seperich
  • Cole Seperich

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
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

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor