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Phoebe Bender

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 7372623

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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 2025-07-02
TX RA APPROVED 2025-07-02
  • CO RA
    APPROVED
    Since 2025-07-02
  • TX RA
    APPROVED
    Since 2025-07-02

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
Lululemon Castle Rock CO 07/2018 04/2021
Corepower Yoga Seattle WA 11/2018 09/2019
Club Zum Llc Seattle WA 02/2019 03/2020
Bramling Cross Tavern Seattle WA 06/2018 10/2018
Wild Ginger Seattle WA 01/2017 12/2017
Heavy Restaurant Group Seattle WA 06/2015 12/2017
Fidelity Investments Greenwood Village CO 04/2021 Present
Unemployed Snohomish CO 01/2018 06/2018
  • 07/2018 → 04/2021
    Lululemon
    Castle Rock, CO
  • 11/2018 → 09/2019
    Corepower Yoga
    Seattle, WA
  • 02/2019 → 03/2020
    Club Zum Llc
    Seattle, WA
  • 06/2018 → 10/2018
    Bramling Cross Tavern
    Seattle, WA
  • 01/2017 → 12/2017
    Wild Ginger
    Seattle, WA
  • 06/2015 → 12/2017
    Heavy Restaurant Group
    Seattle, WA
  • 04/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2018 → 06/2018
    Unemployed
    Snohomish, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-23
  • S63 Uniform Securities Agent State Law Examination
    2021-08-23
Designations
  • Certified Financial Planner
Other Names
  • Phoebe Alexandra Bender
  • Phoebe Bender

View on SEC IAPD

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