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Valerie Ruby Harris

Strategic Advisers LLC

Fort Collins, CO

Fort Collins, CO

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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

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States

Fort Collins, 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
College For Financial Planning Centennial CO 08/2019 09/2019
Hotel Talisa Vail CO 05/2017 07/2019
Sonnenalp Hotel Vail CO 05/2016 06/2019
The Rose Edwards CO 09/2017 06/2018
Vail Resorts Avon CO 11/2012 11/2019
Thrivent Investment Management Inc Fort Collins CO 10/2019 02/2022
Thrivent Financial Appleton WI 11/2019 03/2020
Thrivent Financial Appleton WI 03/2020 02/2022
Fidelity Investments Fort Collins CO 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 09/2019
    College For Financial Planning
    Centennial, CO
  • 05/2017 → 07/2019
    Hotel Talisa
    Vail, CO
  • 05/2016 → 06/2019
    Sonnenalp Hotel
    Vail, CO
  • 09/2017 → 06/2018
    The Rose
    Edwards, CO
  • 11/2012 → 11/2019
    Vail Resorts
    Avon, CO
  • 10/2019 → 02/2022
    Thrivent Investment Management Inc
    Fort Collins, CO
  • 11/2019 → 03/2020
    Thrivent Financial
    Appleton, WI
  • 03/2020 → 02/2022
    Thrivent Financial
    Appleton, WI
  • 02/2022 → Present
    Fidelity Investments
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Collins, CO
  • 2019-12-16 → 2022-02-11
    Thrivent Investment Management Inc.
    Greenwood Village, CO
    Windsor, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-14
  • S66 Uniform Combined State Law Examination
    2019-12-14
Designations
Other Names
  • Valerie Bald
  • Valerie Ruby Bald

View on SEC IAPD

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Other Investors

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Karl W Harman
John Michael Booton
LAURENCE ARNOLD BOWERS
LISA MARIE LYNN
MORGAN WELLS GRAY
MICHAEL WARREN GRAY
Joel M Maly

Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
EDWARD JONES · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

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