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Micah S Monson

Strategic Advisers LLC

Lone Tree, CO

Centennial, CO

Aurora, CO

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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

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

Aurora, 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 Brokerage Services Llc Salt Lake City UT 11/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2004 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City , UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Centennial, CO
    Aurora, CO
    Lone Tree, CO
  • 2007-05-09 → 2018-07-13
    Strategic Advisers Llc
    Lone Tree, CO
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-28
S63 Uniform Securities Agent State Law Examination 2005-07-08
  • S66 Uniform Combined State Law Examination
    2007-04-28
  • S63 Uniform Securities Agent State Law Examination
    2005-07-08
Designations

View on SEC IAPD

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OSAIC ADVISORY SERVICES, LLC
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PLANPILOT
TRANSAMERICA FINANCIAL ADVISORS, LLC
RFG ADVISORY, LLC

Other Investors

SHALINI J. MAYL
KYLE SMITH
BRIANNA MARIE MATHIS
JESSICA DIEM HUYNH CURTIS
ANDRINA UPTMORE
ALYSSA ARMIDA EVANS
JARON CAPPOS
ANDREW KIM

Other Offices

LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO
LPL ENTERPRISE, LLC · ENGLEWOOD, CO
PALLER FINANCIAL SERVICES, INC. · CENTENNIAL, CO
OSAIC ADVISORY SERVICES, LLC · Centennial, CO
ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO

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