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Rachael Beres

Strategic Advisers LLC

Broomfield, CO

Commerce City, 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

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Commerce City, 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
Aspire Autism Llc Broomfield CO 12/2013 02/2019
Veritude Broomfield CO 02/2019 11/2019
Fidelity Brokerage Services Broomfield CO 11/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → 02/2019
    Aspire Autism Llc
    Broomfield, CO
  • 02/2019 → 11/2019
    Veritude
    Broomfield, CO
  • 11/2019 → Present
    Fidelity Brokerage Services
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
S63 Uniform Securities Agent State Law Examination 2020-05-13
  • S66 Uniform Combined State Law Examination
    2021-11-15
  • S63 Uniform Securities Agent State Law Examination
    2020-05-13
Other Names
  • Rachael Benton Beres

View on SEC IAPD

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