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Owen Pasvogel

Strategic Advisers LLC

Phoenix, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Phoenix, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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 06/2021 Present
Unco Greeley CO 01/2021 04/2021
Doordash Denver CO 03/2020 06/2021
Unco Greeley CO 09/2019 03/2020
Unco Greeley CO 08/2018 05/2019
Broadmoor Resort Colorado Springs CO 05/2019 09/2019
Freedom Honda Colorado Springs CO 05/2018 08/2018
Broadmoor Resort Colorado Springs CO 05/2018 08/2018
Fox Sports Colorado Springs CO 06/2018 07/2018
Unco Greeley CO 08/2017 04/2018
Broadmoor Resort Colorado Springs CO 04/2017 08/2017
Freedom Honda Colorado Springs CO 04/2017 08/2017
Unemployed Colorado Springs CO 09/2016 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2021 → 04/2021
    Unco
    Greeley, CO
  • 03/2020 → 06/2021
    Doordash
    Denver, CO
  • 09/2019 → 03/2020
    Unco
    Greeley, CO
  • 08/2018 → 05/2019
    Unco
    Greeley, CO
  • 05/2019 → 09/2019
    Broadmoor Resort
    Colorado Springs, CO
  • 05/2018 → 08/2018
    Freedom Honda
    Colorado Springs, CO
  • 05/2018 → 08/2018
    Broadmoor Resort
    Colorado Springs, CO
  • 06/2018 → 07/2018
    Fox Sports
    Colorado Springs, CO
  • 08/2017 → 04/2018
    Unco
    Greeley, CO
  • 04/2017 → 08/2017
    Broadmoor Resort
    Colorado Springs, CO
  • 04/2017 → 08/2017
    Freedom Honda
    Colorado Springs, CO
  • 09/2016 → 03/2017
    Unemployed
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-11
S63 Uniform Securities Agent State Law Examination 2021-11-01
  • S65 Uniform Investment Adviser Law Examination
    2023-05-11
  • S63 Uniform Securities Agent State Law Examination
    2021-11-01
Other Names
  • Owen Matthew Pasvogel
  • Owen Pasvogel

View on SEC IAPD

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