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Alejandra Diaz

Strategic Advisers LLC

Greenwood Village, CO

Lakewood, 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

Lakewood, 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 Denver CO 04/2021 Present
Universal Lending Group Denver CO 10/2020 10/2020
Ulta Lakewood CO 03/2019 03/2020
Bareminerals Denver CO 11/2018 03/2019
Glo Skin Beauty Denver CO 01/2018 06/2018
Sephora Denver CO 06/2017 07/2018
Moxie Med Spa Lakewood CO 09/2017 12/2017
Target Lakewood CO 05/2013 09/2017
Unemployed Denver CO 03/2020 10/2020
Unemployed Denver CO 10/2020 04/2021
Unemployed Denver CO 07/2018 11/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → Present
    Fidelity Investments
    Denver, CO
  • 10/2020 → 10/2020
    Universal Lending Group
    Denver, CO
  • 03/2019 → 03/2020
    Ulta
    Lakewood, CO
  • 11/2018 → 03/2019
    Bareminerals
    Denver, CO
  • 01/2018 → 06/2018
    Glo Skin Beauty
    Denver, CO
  • 06/2017 → 07/2018
    Sephora
    Denver, CO
  • 09/2017 → 12/2017
    Moxie Med Spa
    Lakewood, CO
  • 05/2013 → 09/2017
    Target
    Lakewood, CO
  • 03/2020 → 10/2020
    Unemployed
    Denver, CO
  • 10/2020 → 04/2021
    Unemployed
    Denver, CO
  • 07/2018 → 11/2018
    Unemployed
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Lakewood, CO
Other Businesses

OBA-98837|OrgNmn:Alejandra Content Creations|Org Addr:Lakewood,Colorado,US|OBA Nature:Content creator|Invst Rel:N|Title:Sole Proprietor|Duties:Creating social media content. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-109286|OrgNmn:Alejandra SVG |Org Addr:Lakewood,Colorado,US|OBA Nature:I will be creating and selling|Invst Rel:N|Title:Sole Proprietor|Duties:My duties will be to create designs and list them for sale through etsy. |StrtDt:|TotHrs/mon:90|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-12
S63 Uniform Securities Agent State Law Examination 2021-09-16
  • S66 Uniform Combined State Law Examination
    2024-08-12
  • S63 Uniform Securities Agent State Law Examination
    2021-09-16

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

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
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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