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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-25
TX RA APPROVED 2025-11-25
  • CO RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
The Governor'S Academy Byfield MA 09/2016 06/2020
The Ohio State University Columbus OH 08/2020 06/2024
Brooks School Summer Programs North Andover MA 06/2022 08/2022
Kingston Pizza Kingston RI 07/2024 08/2024
The Ohio State University - College Of Arts & Sciences Columbus OH 08/2023 04/2024
Cows Rock Ice Cream North Andover MA 05/2020 06/2021
Fidelity Investments Greenwood Village CO 09/2024 Present
New York Life Insurance Company New York NY 06/2023 08/2023
North Andover Public Schools North Andover MA 09/2005 09/2016
  • 09/2016 → 06/2020
    The Governor'S Academy
    Byfield, MA
  • 08/2020 → 06/2024
    The Ohio State University
    Columbus, OH
  • 06/2022 → 08/2022
    Brooks School Summer Programs
    North Andover, MA
  • 07/2024 → 08/2024
    Kingston Pizza
    Kingston, RI
  • 08/2023 → 04/2024
    The Ohio State University - College Of Arts & Sciences
    Columbus, OH
  • 05/2020 → 06/2021
    Cows Rock Ice Cream
    North Andover, MA
  • 09/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2023 → 08/2023
    New York Life Insurance Company
    New York, NY
  • 09/2005 → 09/2016
    North Andover Public Schools
    North Andover, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2024-11-21
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2024-11-21
Other Names
  • Colby W Applegate
  • Colby Applegate

View on SEC IAPD

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