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Michelle Murray

Strategic Advisers LLC

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

Branch Locations

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • 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
Piper Jaffray Investment Management Llc Denver CO 04/2012 06/2018
Fidelity Brokerage Services Llc Denver CO 12/2019 Present
Unemployed Denver CO 07/2018 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → 06/2018
    Piper Jaffray Investment Management Llc
    Denver, CO
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Denver, CO
  • 07/2018 → 11/2019
    Unemployed
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2016-08-05 → 2018-07-09
    Piper Sandler & Co.
    Denver, CO
    Minneapolis, MN
  • 2012-04-04 → 2016-08-05
    Piper Jaffray Investment Management, Llc
    Denver, CO
  • 2010-10-21 → 2012-04-05
    Fiduciary Asset Management Llc
    Clayton, MO
  • 2008-06-23 → 2010-10-13
    Charles Schwab & Co., Inc.
    Englewood, CO
    Englewood, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-20
S63 Uniform Securities Agent State Law Examination 2006-08-03
  • S66 Uniform Combined State Law Examination
    2008-06-20
  • S63 Uniform Securities Agent State Law Examination
    2006-08-03
Other Names
  • Michelle A Murray
  • Michelle Murray

View on SEC IAPD

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Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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