Julien Mauldin

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 05/2021
  Planet Fitness
  Loveland, CO
• 05/2017 → 10/2017
  Market Source
  Loveland, CO
• 05/2016 → 05/2017
  Rejuv Health Makeovers
  Longmont, CO
• 08/2017 → 05/2019
  University Of Northern Colorado
  Greeley, CO
• 08/2019 → 05/2021
  Colorado State University
  Fort Collins, CO
• 06/2018 → 04/2019
  Buffalo Wild Wings
  Greeley, CO
• 03/2017 → 06/2017
  Mimi's Cafe
  Loveland, CO
• 08/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 06/2019 → 08/2019
  Front Range Community College
  Fort Collins, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Saint Petersburg, FL
  Pinellas Park, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-01-19
• S63 Uniform Securities Agent State Law Examination
  2022-03-15

Other Names

• Julien Antonio Ellis Mauldin
• Julien Mauldin