Best Investors Account Sign in

Stephanie N Agwu

Strategic Advisers LLC

Aurora, CO

Greenwood Village, CO

Claim This Profile
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

Aurora, 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
Rmw Financial Group Denver CO 08/2021 07/2022
Santander Consumer Usa Englewood CO 09/2014 07/2021
Lpl Financial Denver CO 01/2022 07/2022
Nike Aurora CO 11/2021 12/2021
Fidelity Investments Greenwood Village CO 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 07/2022
    Rmw Financial Group
    Denver, CO
  • 09/2014 → 07/2021
    Santander Consumer Usa
    Englewood, CO
  • 01/2022 → 07/2022
    Lpl Financial
    Denver, CO
  • 11/2021 → 12/2021
    Nike
    Aurora, CO
  • 07/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2022-04-26 → 2022-07-18
    Lpl Financial Llc
    Highlands Ranch, CO
Other Businesses

OBA-90873|OrgNmn:Ticketmaster LLC|Org Addr:Beverly Hi,California,US|OBA Nature:Tickets for entertainment even|Invst Rel:N|Title:Seller|Duties:The platform allows me to resell tickets that I have purchased. |StrtDt:08-19-22|TotHrs/mon:1|TrdHrs/mon:0|OBA-89509|OrgNmn:Sisel International, LLC|Org Addr:Springvill,Utah,US|OBA Nature:Distribution of health and wel|Invst Rel:N|Title:Distributor|Duties:Registered as a distributer for Sisel International. The registration is for personal use. |StrtDt:06-17-15|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-23
  • S66 Uniform Combined State Law Examination
    2022-04-23
Other Names
  • Stephanie Reed
  • Stephanie Agwu

View on SEC IAPD

More in Aurora, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor