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Liam Stuart Berry

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 8116852

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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 2025-10-31
TX RA APPROVED 2025-10-31
  • CO RA
    APPROVED
    Since 2025-10-31
  • TX RA
    APPROVED
    Since 2025-10-31

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
Cherry Hills Country Club Cherry Hills Village CO 03/2018 09/2020
Fidelity Investments Greenwood Village CO 10/2023 Present
Waterway Carwash Greenwood Village CO 03/2020 10/2023
Bishop Machebeuf Denver CO 05/2016 05/2020
Performance Driven Workforce Wheat Ridge CO 07/2020 08/2020
Door Dash Denver CO 05/2020 09/2020
Price And Co. Real Estate Greenwood Village CO 03/2022 09/2024
  • 03/2018 → 09/2020
    Cherry Hills Country Club
    Cherry Hills Village, CO
  • 10/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2020 → 10/2023
    Waterway Carwash
    Greenwood Village, CO
  • 05/2016 → 05/2020
    Bishop Machebeuf
    Denver, CO
  • 07/2020 → 08/2020
    Performance Driven Workforce
    Wheat Ridge, CO
  • 05/2020 → 09/2020
    Door Dash
    Denver, CO
  • 03/2022 → 09/2024
    Price And Co. Real Estate
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24
Other Names
  • Liam Berry

View on SEC IAPD

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