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Robert Alec O'MEara

Strategic Advisers LLC

Greenwood Village, CO

Parker, 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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Parker, CO • 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
Lake Street Market Fort Collins CO 01/2019 06/2021
Fidelity Greenwood Village CO 06/2021 Present
Colorado State University Fort Collins CO 08/2017 05/2021
Vector Marketing Littleton CO 06/2016 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → 06/2021
    Lake Street Market
    Fort Collins, CO
  • 06/2021 → Present
    Fidelity
    Greenwood Village, CO
  • 08/2017 → 05/2021
    Colorado State University
    Fort Collins, CO
  • 06/2016 → 08/2019
    Vector Marketing
    Littleton, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-11
S63 Uniform Securities Agent State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2023-04-11
  • S63 Uniform Securities Agent State Law Examination
    2022-03-07
Other Names
  • Robert Alec O'MEara
  • Robert Alec Omeara

View on SEC IAPD

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DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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