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Richard Kitain

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 8093443

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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 2026-05-22
TX RA APPROVED 2026-05-22
  • CO RA
    APPROVED
    Since 2026-05-22
  • TX RA
    APPROVED
    Since 2026-05-22

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
Costa Fina (Defunct) Tomball TX 03/2024 05/2024
Amazon Seattle WA 04/2017 03/2020
The Omega Grill Spring TX 08/2024 01/2025
Unemployed Manhattan NY 12/2016 04/2017
Unemployed Brooklyn NY 03/2020 03/2023
Unemployed Aurora CO 01/2025 05/2025
Deacon Baldy'S Bar And Food Trucks Magnolia TX 03/2023 03/2024
Unemployed Magnolia TX 05/2024 08/2024
Fidelity Investments Greenwood Village CO 05/2025 Present
University Of Pennsylvania Philadelphia PA 09/2013 12/2016
  • 03/2024 → 05/2024
    Costa Fina (Defunct)
    Tomball, TX
  • 04/2017 → 03/2020
    Amazon
    Seattle, WA
  • 08/2024 → 01/2025
    The Omega Grill
    Spring, TX
  • 12/2016 → 04/2017
    Unemployed
    Manhattan, NY
  • 03/2020 → 03/2023
    Unemployed
    Brooklyn, NY
  • 01/2025 → 05/2025
    Unemployed
    Aurora, CO
  • 03/2023 → 03/2024
    Deacon Baldy'S Bar And Food Trucks
    Magnolia, TX
  • 05/2024 → 08/2024
    Unemployed
    Magnolia, TX
  • 05/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2013 → 12/2016
    University Of Pennsylvania
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
S63 Uniform Securities Agent State Law Examination 2025-08-08
  • S66 Uniform Combined State Law Examination
    2026-05-19
  • S63 Uniform Securities Agent State Law Examination
    2025-08-08
Other Names
  • Richard Kitain
  • Richard David Kitain

View on SEC IAPD

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