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Olivia Rey

Strategic Advisers LLC

Superior, CO

Broomfield, 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

Superior, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Ameriprise Financial Services, Llc Las Vegas NV 06/2021 03/2022
Minnetonka High School Minnetonka MN 07/2014 06/2018
United States Military Academy West Point NY 07/2018 06/2019
Unemployed Unemployed MN 07/2019 08/2019
Lululemon Athletica Minnetonka MN 09/2019 04/2020
Jaguar Land Rover Minneapolis Golden Valley MN 09/2019 01/2021
University Of Wisconsin- Madison Madison WI 08/2020 05/2022
Tommy's Tonka Trolley Excelsior MN 08/2016 08/2018
Shipt Minnetonka MN 03/2020 05/2022
Fidelity Investments Minnetonka MN 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 03/2022
    Ameriprise Financial Services, Llc
    Las Vegas, NV
  • 07/2014 → 06/2018
    Minnetonka High School
    Minnetonka, MN
  • 07/2018 → 06/2019
    United States Military Academy
    West Point, NY
  • 07/2019 → 08/2019
    Unemployed
    Unemployed, MN
  • 09/2019 → 04/2020
    Lululemon Athletica
    Minnetonka, MN
  • 09/2019 → 01/2021
    Jaguar Land Rover Minneapolis
    Golden Valley, MN
  • 08/2020 → 05/2022
    University Of Wisconsin- Madison
    Madison, WI
  • 08/2016 → 08/2018
    Tommy's Tonka Trolley
    Excelsior, MN
  • 03/2020 → 05/2022
    Shipt
    Minnetonka, MN
  • 06/2022 → Present
    Fidelity Investments
    Minnetonka, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minnetonka, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21
Designations

View on SEC IAPD

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