Best Investors Account Sign in

Lake Michael Michotte

Strategic Advisers LLC

Greenwood Village, CO

Highlands Ranch, 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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Highlands Ranch, 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
Hire Right Denver CO 09/2019 02/2020
Janus Management Holdings Corp. Denver CO 02/2020 09/2020
Janus Henderson Distributors Denver CO 02/2020 09/2020
Cheesecake Factory Boulder CO 07/2018 12/2018
School Boulder CO 08/2016 07/2018
Unemployed Castle Rock CO 12/2018 09/2019
Fidelity Investments Greenwood Village CO 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 02/2020
    Hire Right
    Denver, CO
  • 02/2020 → 09/2020
    Janus Management Holdings Corp.
    Denver, CO
  • 02/2020 → 09/2020
    Janus Henderson Distributors
    Denver, CO
  • 07/2018 → 12/2018
    Cheesecake Factory
    Boulder, CO
  • 08/2016 → 07/2018
    School
    Boulder, CO
  • 12/2018 → 09/2019
    Unemployed
    Castle Rock, CO
  • 09/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-130457|OrgNmn:Stone Fruit Company |Org Addr:Palisade ,Colorado,US|OBA Nature:Would be helping my mom run fa|Invst Rel:N|Title:No exact title - Farm Market Assi|Duties:Assist mom in running farmers market stand for their Orchard, job would be setting up the stand and breaking it down, moving and bagging fruit|StrtDt:05-27-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-30
  • S66 Uniform Combined State Law Examination
    2020-12-30
Other Names
  • Lake Michael Michotte
  • Lake Michotte

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor