Stephen Gabriel Palermo

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 06/2019 → 08/2019
  Amazon
  Lakewood, CO
• 02/2019 → 08/2019
  Supreme Line Limited Llc
  Denver, CO
• 05/2015 → 04/2019
  Movement Climbing + Fitness
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-02-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-89209|OrgNmn:Gabriel Studios|Org Addr:Denver,Colorado,US|OBA Nature:Mens and Womens Clothing|Invst Rel:N|Title:Owner and Creative Director |Duties:Design, manufacture and sell clothes |StrtDt:09-22-22|TotHrs/mon:60|TrdHrs/mon:0|OBA-13585|OrgNmn:Supreme Line Limited|Org Addr:Denver,Colorado,US|OBA Nature:Outdoor Recreation and Rock Cl|Invst Rel:N|Title:Co-Founder|Duties:Various consulting work for the development of climbing gyms and routesetting programs.|StrtDt:01-21-19|TotHrs/mon:15|TrdHrs/mon:0|OBA-119075|OrgNmn:Stephen Palermo|Org Addr:Denver,Colorado,US|OBA Nature:Artist Managment|Invst Rel:N|Title:Sole Proprietor|Duties:Managing bookings, marketing, schedules, contract negotiation, career planning|StrtDt:06-02-25|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-01-10

Other Names

• Stephen Gabriel Palermo
• Stephen G Palermo