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Laura Banks

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 7361961

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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 2025-05-23
TX RA APPROVED 2025-05-23
  • CO RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-23

Branch Locations

Denver, 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
Salty Dog Cafe Hilton Head Island SC 05/2015 08/2017
Double Dogs Bowling Green KY 08/2015 12/2020
Unemployed Westminster CO 12/2020 03/2021
Fidelity Investments Greenwood Village CO 03/2021 Present
  • 05/2015 → 08/2017
    Salty Dog Cafe
    Hilton Head Island, SC
  • 08/2015 → 12/2020
    Double Dogs
    Bowling Green, KY
  • 12/2020 → 03/2021
    Unemployed
    Westminster, CO
  • 03/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-21
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2025-05-21
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20
Other Names
  • Laura Cortney Banks
  • Laura Banks

View on SEC IAPD

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