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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

Auroa, 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 Greenwood Village CO 08/2021 Present
Wells Fargo Denver CO 09/2019 08/2021
Talk4Less Denver CO 05/2019 09/2019
Pleasures Aurora CO 01/2019 09/2019
House Of Goodies Aurora CO 12/2019 12/2020
Colorado Organization For Latina Opportunity And Reproductive Ri Denver CO 05/2018 11/2018
Girls Incorporated Of Metro Denver Denver CO 01/2018 05/2018
Orientation And Transition Programs At Colorado State University Fort Collins CO 01/2017 12/2017
Colorado State University Fort Collins CO 08/2016 12/2016
Colorado State University Fort Collins CO 08/2014 05/2018
Amber Personal Care Denver CO 08/2019 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2019 → 08/2021
    Wells Fargo
    Denver, CO
  • 05/2019 → 09/2019
    Talk4Less
    Denver, CO
  • 01/2019 → 09/2019
    Pleasures
    Aurora, CO
  • 12/2019 → 12/2020
    House Of Goodies
    Aurora, CO
  • 05/2018 → 11/2018
    Colorado Organization For Latina Opportunity And Reproductive Ri
    Denver, CO
  • 01/2018 → 05/2018
    Girls Incorporated Of Metro Denver
    Denver, CO
  • 01/2017 → 12/2017
    Orientation And Transition Programs At Colorado State University
    Fort Collins, CO
  • 08/2016 → 12/2016
    Colorado State University
    Fort Collins, CO
  • 08/2014 → 05/2018
    Colorado State University
    Fort Collins, CO
  • 08/2019 → 08/2021
    Amber Personal Care
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-124793|OrgNmn:Girls Inc of Metro Denver|Org Addr:Denver,Colorado,US|OBA Nature:Empowering young girls|Invst Rel:N|Title:Expansion committee member |Duties:Help expansion committee with new satelite location|StrtDt:01-16-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
  • S66 Uniform Combined State Law Examination
    2022-07-01
Other Names
  • Natyely Soza Sandez

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