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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-29
TX RA APPROVED_RES 2025-04-29
  • CO RA
    APPROVED
    Since 2025-04-29
  • TX RA
    APPROVED_RES
    Since 2025-04-29

Branch Locations

Castle Pines, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 06/2021 Present
Colorado State University Global Campus Littleton CO 09/2020 Present
Arapahoe Community College Littleton CO 09/2019 09/2020
Unemployed Littleton CO 06/2018 09/2019
Sonic Drive-In Littleton CO 05/2018 06/2018
Sonic Drive-In Aurora CO 03/2016 05/2018
  • 06/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2020 → Present
    Colorado State University Global Campus
    Littleton, CO
  • 09/2019 → 09/2020
    Arapahoe Community College
    Littleton, CO
  • 06/2018 → 09/2019
    Unemployed
    Littleton, CO
  • 05/2018 → 06/2018
    Sonic Drive-In
    Littleton, CO
  • 03/2016 → 05/2018
    Sonic Drive-In
    Aurora, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-25
S63 Uniform Securities Agent State Law Examination 2021-09-24
  • S66 Uniform Combined State Law Examination
    2024-09-25
  • S63 Uniform Securities Agent State Law Examination
    2021-09-24
Designations
Other Names
  • Nic Scott Baird

View on SEC IAPD

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