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Brett Edward Houck

Strategic Advisers LLC

Greenwood Village, CO

Centennial, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Centennial, 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
L'AMbiance At Longboat Key Longboat Key FL 06/2020 12/2020
University Of Central Florida Orlando FL 08/2017 12/2020
Florida Gulf Coast University Fort Myers FL 08/2015 05/2017
Unemployed Sarasota FL 06/2017 07/2017
Fidelity Investments Centennial CO 03/2021 Present
Unemployed Sarasota FL 12/2020 02/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 12/2020
    L'AMbiance At Longboat Key
    Longboat Key, FL
  • 08/2017 → 12/2020
    University Of Central Florida
    Orlando, FL
  • 08/2015 → 05/2017
    Florida Gulf Coast University
    Fort Myers, FL
  • 06/2017 → 07/2017
    Unemployed
    Sarasota, FL
  • 03/2021 → Present
    Fidelity Investments
    Centennial, CO
  • 12/2020 → 02/2021
    Unemployed
    Sarasota, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Centennial, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2021-08-12
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2021-08-12
Other Names
  • Brett Edward Houck
  • Brett E Houck

View on SEC IAPD

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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
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