Colt Alston Richards

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-15
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-08-15
WA RA
APPROVED

Since 2025-03-31

Branch Locations

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States

Vancouver, WA • 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

Organization	City	State	From	To
Ekc Advisors	Beaumont	TX	01/2019	04/2022
Fidelity Investments	Vancouver	WA	04/2024	Present
Sam'S Package Store	Beaumont	TX	08/2016	12/2018
Fisher Investments	Camas	WA	05/2022	03/2024
Lamar University	Beaumont	TX	08/2011	08/2021
Edgar Kiker & Cross Pc	Beaumont	TX	01/2019	04/2022
Fidelity Investments	Boston	MA	03/2025	Present

01/2019 → 04/2022

Ekc Advisors

Beaumont, TX
04/2024 → Present

Fidelity Investments

Vancouver, WA
08/2016 → 12/2018

Sam'S Package Store

Beaumont, TX
05/2022 → 03/2024

Fisher Investments

Camas, WA
08/2011 → 08/2021

Lamar University

Beaumont, TX
01/2019 → 04/2022

Edgar Kiker & Cross Pc

Beaumont, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Vancouver, WA
2022-05-09 → 2024-03-13

Fisher Investments

Plano, TX

Camas, WA
2021-10-12 → 2022-04-27

Avantax Advisory Services

Beaumont, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-12

S66 Uniform Combined State Law Examination

2021-10-12

Other Names

Colt A. Richards
Colt Alston Richards
Colt Richards
Colt A Richards

View on SEC IAPD

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