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Garrett W. Hall

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 8048049

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-04
TX RA APPROVED 2025-06-04
  • CO RA
    APPROVED
    Since 2025-06-04
  • TX RA
    APPROVED
    Since 2025-06-04

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
Unemployed Eugene OR 12/2021 02/2022
Safeway Pharmacy Eugene OR 03/2023 06/2023
Keybank Eugene OR 06/2022 09/2022
Scripps Ranch Youth Lacrosse San Diego CA 03/2017 05/2018
Lakeshore Learning San Diego CA 06/2021 10/2021
Unemployed San Diego CA 05/2014 03/2017
Scripps Ranch Swim And Racquet Club San Diego CA 06/2017 10/2020
Student Eugene OR 10/2020 06/2021
Carlita'S Restaurant And Bar Eugene OR 02/2022 09/2022
Fidelity Investments Greenwood Village CO 10/2023 Present
Student Eugene OR 09/2022 03/2023
Geneva Agape Foundation Geneva 10/2021 12/2021
Unemployed San Diego CA 06/2023 10/2023
  • 12/2021 → 02/2022
    Unemployed
    Eugene, OR
  • 03/2023 → 06/2023
    Safeway Pharmacy
    Eugene, OR
  • 06/2022 → 09/2022
    Keybank
    Eugene, OR
  • 03/2017 → 05/2018
    Scripps Ranch Youth Lacrosse
    San Diego, CA
  • 06/2021 → 10/2021
    Lakeshore Learning
    San Diego, CA
  • 05/2014 → 03/2017
    Unemployed
    San Diego, CA
  • 06/2017 → 10/2020
    Scripps Ranch Swim And Racquet Club
    San Diego, CA
  • 10/2020 → 06/2021
    Student
    Eugene, OR
  • 02/2022 → 09/2022
    Carlita'S Restaurant And Bar
    Eugene, OR
  • 10/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2022 → 03/2023
    Student
    Eugene, OR
  • 10/2021 → 12/2021
    Geneva Agape Foundation
    Geneva
  • 06/2023 → 10/2023
    Unemployed
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-29
  • S66 Uniform Combined State Law Examination
    2025-05-29
Other Names
  • Garrett Hall
  • Garrett Washburn Hall

View on SEC IAPD

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