Coleton O'DOnnell

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-07-10
TX	RA	APPROVED	2025-07-09

OR RA
APPROVED

Since 2025-07-10
TX RA
APPROVED

Since 2025-07-09

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Tigard, OR • 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

Organization	City	State	From	To
Gearup Sports Inc	Portland	OR	06/2022	01/2023
Rock Creek Corner	Portland	OR	05/2022	06/2022
Fidelity Investments	Tigard	OR	08/2024	Present
Unemployed	Portland	OR	07/2014	06/2021
Amaterra Winery	Portland	OR	05/2023	08/2023
University Of Arizona	Tucson	AZ	08/2020	05/2024
Unemployed	Portland	OR	05/2024	08/2024
Doordash	Portland	OR	06/2021	08/2021
Recreational Equipment, Inc. (Rei)	Portland	OR	07/2022	08/2022

06/2022 → 01/2023

Gearup Sports Inc

Portland, OR
05/2022 → 06/2022

Rock Creek Corner

Portland, OR
08/2024 → Present

Fidelity Investments

Tigard, OR
07/2014 → 06/2021

Unemployed

Portland, OR
05/2023 → 08/2023

Amaterra Winery

Portland, OR
08/2020 → 05/2024

University Of Arizona

Tucson, AZ
05/2024 → 08/2024

Unemployed

Portland, OR
06/2021 → 08/2021

Doordash

Portland, OR
07/2022 → 08/2022

Recreational Equipment, Inc. (Rei)

Portland, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-11

S66 Uniform Combined State Law Examination

2025-06-11

Other Names

Coleton Odonnell
Coleton Lea Odonnell
Coleton Lea O'DOnnell

View on SEC IAPD

More in Tigard, OR

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor