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Cory R Sauerwine

Strategic Advisers LLC

Greenwood Village, CO

Aurora, 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

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

Aurora, CO • 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 Centennial CO 06/2021 Present
The Hotel Zamora St. Pete Beach FL 11/2019 06/2021
Duff's Buffet Clearwater FL 07/2018 03/2021
Unemployed Tampa FL 01/2018 07/2018
Northwestern Mutual Tampa FL 05/2017 01/2018
Northwestern Mutual Tampa FL 11/2016 01/2018
Full-Time Education Tampa FL 08/2015 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Centennial, CO
  • 11/2019 → 06/2021
    The Hotel Zamora
    St. Pete Beach, FL
  • 07/2018 → 03/2021
    Duff's Buffet
    Clearwater, FL
  • 01/2018 → 07/2018
    Unemployed
    Tampa, FL
  • 05/2017 → 01/2018
    Northwestern Mutual
    Tampa, FL
  • 11/2016 → 01/2018
    Northwestern Mutual
    Tampa, FL
  • 08/2015 → 12/2016
    Full-Time Education
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-03
  • S66 Uniform Combined State Law Examination
    2022-02-03
Other Names
  • Cory Robert Sauerwine
  • Cory Sauerwine

View on SEC IAPD

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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
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