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Cameron J. Kostecki

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 7371901

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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

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
Jay'S Valet Denver CO 12/2015 03/2021
Gates Corporation Denver CO 06/2017 08/2018
Tga Sports Castle Rock CO 06/2019 08/2019
Fidelity Investments Greenwood Village CO 04/2021 Present
University Of Colorado Boulder, Leeds School Of Business Boulder CO 08/2016 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 03/2021
    Jay'S Valet
    Denver, CO
  • 06/2017 → 08/2018
    Gates Corporation
    Denver, CO
  • 06/2019 → 08/2019
    Tga Sports
    Castle Rock, CO
  • 04/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2016 → 12/2020
    University Of Colorado Boulder, Leeds School Of Business
    Boulder, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2021-10-04
Other Names
  • Cameron Jacob Kostecki
  • Cameron Kostecki

View on SEC IAPD

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