Lindsey Elise Colosey

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-05-06
TX	RA	APPROVED_RES	2025-03-31

AZ RA
APPROVED

Since 2025-05-06
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Gilbert, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Zenreach	Phoenix	AZ	07/2016	05/2017
Currency Capital	Santa Ana	CA	06/2017	10/2017
Par Consulting Dba Us Business Funding	Santa Ana	CA	10/2017	08/2018
Grand Canyon University	Phoenix	AZ	02/2017	07/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	07/2018	10/2019
Bank Of America, N.A.	Newport Beach	CA	11/2018	10/2019
E*Trade Securities Llc	Costa Mesa	CA	10/2019	02/2020
E*Trade Capital Management, Llc	Costa Mesa	CA	10/2019	02/2020
E*Trade Securities Llc	Santa Ana	CA	02/2020	03/2023
E*Trade Capital Management Llc	Irvine	CA	02/2020	03/2023
Fidelity Investments	Westlake	TX	06/2023	03/2025
Strategic Advisers Llc	Gilbert	AZ	04/2025	Present
Fidelity Brokerage Services Llc	Gilbert	AZ	04/2025	Present

07/2016 → 05/2017

Zenreach

Phoenix, AZ
06/2017 → 10/2017

Currency Capital

Santa Ana, CA
10/2017 → 08/2018

Par Consulting Dba Us Business Funding

Santa Ana, CA
02/2017 → 07/2020

Grand Canyon University

Phoenix, AZ
07/2018 → 10/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
11/2018 → 10/2019

Bank Of America, N.A.

Newport Beach, CA
10/2019 → 02/2020

E*Trade Securities Llc

Costa Mesa, CA
10/2019 → 02/2020

E*Trade Capital Management, Llc

Costa Mesa, CA
02/2020 → 03/2023

E*Trade Securities Llc

Santa Ana, CA
02/2020 → 03/2023

E*Trade Capital Management Llc

Irvine, CA
06/2023 → 03/2025

Fidelity Investments

Westlake, TX
04/2025 → Present

Strategic Advisers Llc

Gilbert, AZ
04/2025 → Present

Fidelity Brokerage Services Llc

Gilbert, AZ

Previous Registrations

2023-07-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Costa Mesa, CA
2019-10-18 → 2023-04-04

Harrisdirect Llc

Arlington, VA

Costa Mesa, CA

Santa Ana, CA

Irvine, CA
2019-02-01 → 2019-10-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-01-31

S66 Uniform Combined State Law Examination

2019-01-31

Other Names

Lindsey Colosey

View on SEC IAPD