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Alana Goodman

Strategic Advisers LLC

Lakewood, CO

Greenwood Village, 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

Lakewood, 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
Fidelity Investments Greenwood Village CO 05/2021 Present
Total Quality Logistics Denver CO 08/2020 03/2021
Colorado National Golf Club Erie CO 09/2020 03/2021
Under The Sun Boulder CO 01/2020 03/2020
Find My Zen Boulder CO 09/2019 06/2020
Epic Mountain Gear Boulder CO 08/2018 01/2020
Nordstrom Broomfield CO 06/2019 08/2019
Common Era Boulder CO 08/2017 08/2018
Unemployed Boulder CO 03/2020 07/2020
University Of Colorado Boulder Boulder CO 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2020 → 03/2021
    Total Quality Logistics
    Denver, CO
  • 09/2020 → 03/2021
    Colorado National Golf Club
    Erie, CO
  • 01/2020 → 03/2020
    Under The Sun
    Boulder, CO
  • 09/2019 → 06/2020
    Find My Zen
    Boulder, CO
  • 08/2018 → 01/2020
    Epic Mountain Gear
    Boulder, CO
  • 06/2019 → 08/2019
    Nordstrom
    Broomfield, CO
  • 08/2017 → 08/2018
    Common Era
    Boulder, CO
  • 03/2020 → 07/2020
    Unemployed
    Boulder, CO
  • 08/2016 → 05/2020
    University Of Colorado Boulder
    Boulder, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-19
  • S66 Uniform Combined State Law Examination
    2021-10-19
Other Names
  • Alana Claire Goodman
  • Alana Goodman

View on SEC IAPD

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