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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
CO RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • CO RA
    APPROVED
    Since 2025-03-31

Branch Locations

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States

Denver, CO • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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
Kent Denver High School Denver CO 08/2013 05/2020
Miami University Oxford OH 05/2020 05/2024
Unemployed Denver CO 05/2024 08/2024
Doordash Denver CO 11/2019 08/2020
Fidelity Investments Greenwood Village CO 06/2023 08/2023
Fidelity Investments Denver CO 08/2024 Present
Suds Factory Car Wash Denver CO 06/2018 08/2018
U.S. Bank Centennial CO 06/2022 08/2022
Dream Big Day Camp Denver CO 06/2021 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2020
    Kent Denver High School
    Denver, CO
  • 05/2020 → 05/2024
    Miami University
    Oxford, OH
  • 05/2024 → 08/2024
    Unemployed
    Denver, CO
  • 11/2019 → 08/2020
    Doordash
    Denver, CO
  • 06/2023 → 08/2023
    Fidelity Investments
    Greenwood Village, CO
  • 08/2024 → Present
    Fidelity Investments
    Denver, CO
  • 06/2018 → 08/2018
    Suds Factory Car Wash
    Denver, CO
  • 06/2022 → 08/2022
    U.S. Bank
    Centennial, CO
  • 06/2021 → 08/2021
    Dream Big Day Camp
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-22
  • S66 Uniform Combined State Law Examination
    2025-01-22
Other Names
  • Phillip J Roseto
  • Phillip James Roseto

View on SEC IAPD

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