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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

Centennial, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Vail Resorts Broomfield CO 08/2020 08/2021
Mdpps Marketing Agency Denver CO 06/2019 12/2019
Left Hand Brewing Foundation Longmont CO 02/2019 05/2019
Newell Brands Centennial CO 07/2017 01/2018
The Coleman Company Golden CO 09/2015 05/2017
Unemployed Denver CO 12/2019 08/2020
Unemployed Denver CO 01/2018 02/2019
University Of Colorado Denver Denver CO 08/2016 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2020 → 08/2021
    Vail Resorts
    Broomfield, CO
  • 06/2019 → 12/2019
    Mdpps Marketing Agency
    Denver, CO
  • 02/2019 → 05/2019
    Left Hand Brewing Foundation
    Longmont, CO
  • 07/2017 → 01/2018
    Newell Brands
    Centennial, CO
  • 09/2015 → 05/2017
    The Coleman Company
    Golden, CO
  • 12/2019 → 08/2020
    Unemployed
    Denver, CO
  • 01/2018 → 02/2019
    Unemployed
    Denver, CO
  • 08/2016 → 12/2020
    University Of Colorado Denver
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
S63 Uniform Securities Agent State Law Examination 2022-01-13
  • S66 Uniform Combined State Law Examination
    2022-10-14
  • S63 Uniform Securities Agent State Law Examination
    2022-01-13
Other Names
  • Patrick Gregor Crotty
  • Patrick Crotty

View on SEC IAPD

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