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Brett Stephen Schmit

Strategic Advisers LLC

Lakewood, CO

Denver, 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 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

343 S Teller St, Lakewood, CO 80226-7387 • United States

Denver, 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
Texas A&M University College Station TX 08/2013 05/2017
Free State Church Lawrence KS 07/2017 07/2019
Door Dash Denver CO 08/2019 10/2019
Fidelity Brokerage Services Llc Greenwood Village CO 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    Texas A&M University
    College Station, TX
  • 07/2017 → 07/2019
    Free State Church
    Lawrence, KS
  • 08/2019 → 10/2019
    Door Dash
    Denver, CO
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-03
S63 Uniform Securities Agent State Law Examination 2020-01-17
  • S66 Uniform Combined State Law Examination
    2020-09-03
  • S63 Uniform Securities Agent State Law Examination
    2020-01-17
Designations

View on SEC IAPD

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EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.

Other Investors

Kemper Lee Baum
Adam Williams
DOUGLAS FRANK JOHNSON
ROXANNE LYNN DILLON
KELLI ANN WALLACE
JEFFREY SCOTT LARKIN
SARA LOVETERE KEITH
Ian Matthew Sallee

Other Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO

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