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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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Firestone, CO • United States

1109 Oak Park Drive Suite 100, Fort Collins, CO 80525-6212 • United States

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Statesboro GA 06/2018 11/2018
Army National Guard Atlanta GA 06/2016 05/2021
Del Sur Statesboro GA 11/2017 11/2018
Georgia Southern University Statesboro GA 08/2013 11/2018
Charles Schwab & Co., Inc. Fort Worth TX 02/2019 01/2020
Raymond James And Associates, Inc. Atlanta GA 03/2020 05/2021
Fidelity Investments Fort Collins CO 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 11/2018
    State Farm
    Statesboro, GA
  • 06/2016 → 05/2021
    Army National Guard
    Atlanta, GA
  • 11/2017 → 11/2018
    Del Sur
    Statesboro, GA
  • 08/2013 → 11/2018
    Georgia Southern University
    Statesboro, GA
  • 02/2019 → 01/2020
    Fort Worth, TX
  • 03/2020 → 05/2021
    Raymond James And Associates, Inc.
    Atlanta, GA
  • 06/2021 → Present
    Fidelity Investments
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-114470|OrgNmn:Myers Rentals LLC|Org Addr:Firestone ,Colorado,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Sole Proprietor|Duties:Property Management |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-03
S63 Uniform Securities Agent State Law Examination 2019-08-12
  • S66 Uniform Combined State Law Examination
    2019-12-03
  • S63 Uniform Securities Agent State Law Examination
    2019-08-12
Other Names
  • Steven Alexander Myers
  • Steven Myers

View on SEC IAPD

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