Best Investors Account Sign in

Anita M Lombri

Strategic Advisers LLC

Denver, CO

Denver, CO

CRD 6953786

Claim This Profile
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:

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

Denver, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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 Brokerage Services Llc Denver CO 05/2018 Present
Glc Advisors Denver CO 07/2016 11/2017
Unemployed Denver CO 12/2017 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Denver, CO
  • 07/2016 → 11/2017
    Glc Advisors
    Denver, CO
  • 12/2017 → 04/2018
    Unemployed
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-10474|OrgNmn:Rover|Org Addr:seattle,Washington,US|OBA Nature:Dog Sitting and Dog walking|Invst Rel:N|Title:Dog Sitter|Duties:Dog sitting and dog walking|StrtDt:05-02-17|TotHrs/mon:96|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-15
S63 Uniform Securities Agent State Law Examination 2018-07-06
  • S66 Uniform Combined State Law Examination
    2018-11-15
  • S63 Uniform Securities Agent State Law Examination
    2018-07-06
Other Names
  • Anita Michele Lombri
  • Anita M Lombri

View on SEC IAPD

More in Denver, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor