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Alyssa Cadavid

Strategic Advisers LLC

Denver, CO

CRD 7361793

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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 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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
Fidelity Investments Greenwood Village CO 03/2021 Present
Dick's Sporting Goods Cary NC 03/2017 01/2021
Salem State University Salem MA 08/2020 12/2020
Robert Half Cary NC 07/2020 09/2020
East Carolina University Greenville NC 08/2018 12/2020
B.GOod Cary NC 01/2017 03/2017
Bad Daddy's Burger Bar Cary NC 07/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2017 → 01/2021
    Dick's Sporting Goods
    Cary, NC
  • 08/2020 → 12/2020
    Salem State University
    Salem, MA
  • 07/2020 → 09/2020
    Robert Half
    Cary, NC
  • 08/2018 → 12/2020
    East Carolina University
    Greenville, NC
  • 01/2017 → 03/2017
    B.GOod
    Cary, NC
  • 07/2016 → 12/2016
    Bad Daddy's Burger Bar
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-18
S63 Uniform Securities Agent State Law Examination 2021-08-16
  • S66 Uniform Combined State Law Examination
    2023-03-18
  • S63 Uniform Securities Agent State Law Examination
    2021-08-16
Other Names
  • Alyssa Marie Cadavid
  • Alyssa Cadavid

View on SEC IAPD

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