Best Investors Account Sign in

Dakota Mackenzie Coombes

Strategic Advisers LLC

Parker, CO

Claim This Profile
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

Parker, 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
Pueblo Board Of Water Works Pueblo CO 05/2017 05/2019
Pueblo Rape Crisis Services Pueblo CO 04/2017 09/2017
Home Depot Pueblo CO 01/2017 05/2017
Colorado State University Pueblo Pueblo CO 07/2015 05/2019
Colorado State University-Pueblo Pueblo CO 08/2018 05/2019
Axa Advisors, Llc New York NY 05/2019 10/2019
Varsity Tutors Pueblo CO 04/2018 05/2019
Rover Lakewood CO 09/2019 11/2019
Fit36 Denver CO 10/2019 11/2019
Fidelity Brokerage Services Llc Greenwood Village CO 11/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 05/2019
    Pueblo Board Of Water Works
    Pueblo, CO
  • 04/2017 → 09/2017
    Pueblo Rape Crisis Services
    Pueblo, CO
  • 01/2017 → 05/2017
    Home Depot
    Pueblo, CO
  • 07/2015 → 05/2019
    Colorado State University Pueblo
    Pueblo, CO
  • 08/2018 → 05/2019
    Colorado State University-Pueblo
    Pueblo, CO
  • 05/2019 → 10/2019
    Axa Advisors, Llc
    New York, NY
  • 04/2018 → 05/2019
    Varsity Tutors
    Pueblo, CO
  • 09/2019 → 11/2019
    Rover
    Lakewood, CO
  • 10/2019 → 11/2019
    Fit36
    Denver, CO
  • 11/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2019-07-01 → 2019-10-16
    Equitable Advisors, Llc
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-30
  • S66 Uniform Combined State Law Examination
    2019-04-30
Other Names
  • Dakota Mckenzie Coombes
  • Dakota Mackenzie Coombes
  • Dakota Coombes

View on SEC IAPD

More in Parker, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor