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Erin Nava

Strategic Advisers LLC

Morrison, CO

Greenwood Village, CO

CRD 7357372

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-19
TX RA APPROVED 2025-11-19
  • CO RA
    APPROVED
    Since 2025-11-19
  • TX RA
    APPROVED
    Since 2025-11-19

Branch Locations

Morrison, 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
J.P. Morgan Securities Llc Aurora CO 03/2021 08/2025
O'BRicks Irish Pub & Martini Bar Bradenton FL 11/2015 12/2016
Jpmorgan Chase Bank, N.A. Denver CO 07/2019 03/2021
Jpmorgan Chase Bank, N.A. Bradenton FL 02/2016 12/2016
Fidelity Investments Greenwood Village CO 08/2025 Present
Jpmorgan Chase Bank, N.A. Sarasota FL 12/2016 06/2019
  • 03/2021 → 08/2025
    J.P. Morgan Securities Llc
    Aurora, CO
  • 11/2015 → 12/2016
    O'BRicks Irish Pub & Martini Bar
    Bradenton, FL
  • 07/2019 → 03/2021
    Jpmorgan Chase Bank, N.A.
    Denver, CO
  • 02/2016 → 12/2016
    Jpmorgan Chase Bank, N.A.
    Bradenton, FL
  • 08/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 12/2016 → 06/2019
    Jpmorgan Chase Bank, N.A.
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-14
  • S66 Uniform Combined State Law Examination
    2025-11-14
Other Names
  • Erin Patricia Christopher
  • Erin Nava
  • Erin Patricia Nava

View on SEC IAPD

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