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Hugo Bosselaar

Strategic Advisers LLC

De Pere, WI

CRD 7397089

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-27
WI RA APPROVED 2025-06-03
  • TX RA
    APPROVED
    Since 2025-06-27
  • WI RA
    APPROVED
    Since 2025-06-03

Branch Locations

De Pere, WI • 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
Whole Foods Market Castle Rock CO 02/2019 08/2021
Lifetime Fitness Colorado Springs CO 08/2017 01/2019
Starbucks Colorado Springs CO 05/2017 08/2017
5 Star Nutrition Colorado Springs CO 02/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 02/2019 → 08/2021
    Whole Foods Market
    Castle Rock, CO
  • 08/2017 → 01/2019
    Lifetime Fitness
    Colorado Springs, CO
  • 05/2017 → 08/2017
    Starbucks
    Colorado Springs, CO
  • 02/2016 → 04/2017
    5 Star Nutrition
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-20
S63 Uniform Securities Agent State Law Examination 2022-01-14
  • S66 Uniform Combined State Law Examination
    2022-05-20
  • S63 Uniform Securities Agent State Law Examination
    2022-01-14
Other Names
  • Hugo Cornelis Bosselaar
  • Hugo Bosselaar

View on SEC IAPD

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