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Robert Otto Dennis

Strategic Advisers LLC

Lafayette, CO

Greenwood Village, CO

CRD 8151880

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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 2025-12-23
TX RA APPROVED 2025-12-23
  • CO RA
    APPROVED
    Since 2025-12-23
  • TX RA
    APPROVED
    Since 2025-12-23

Branch Locations

Lafayette, 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
Amazon Thornton CO 11/2018 05/2019
Argus Event Staffing Denver CO 03/2021 01/2022
Unemployed Boulder CO 05/2018 08/2018
Pioneer Landscape Center Boulder CO 05/2019 03/2020
Fidelity Investments Greenwood Village CO 08/2025 Present
Attention Homes The Source Boulder CO 12/2015 05/2018
Fedex Broomfield CO 09/2018 10/2018
Flow Tek Inc. Boulder CO 05/2022 07/2025
Amazon Thornton CO 03/2020 05/2022
  • 11/2018 → 05/2019
    Amazon
    Thornton, CO
  • 03/2021 → 01/2022
    Argus Event Staffing
    Denver, CO
  • 05/2018 → 08/2018
    Unemployed
    Boulder, CO
  • 05/2019 → 03/2020
    Pioneer Landscape Center
    Boulder, CO
  • 08/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 12/2015 → 05/2018
    Attention Homes The Source
    Boulder, CO
  • 09/2018 → 10/2018
    Fedex
    Broomfield, CO
  • 05/2022 → 07/2025
    Flow Tek Inc.
    Boulder, CO
  • 03/2020 → 05/2022
    Amazon
    Thornton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-11
  • S66 Uniform Combined State Law Examination
    2025-12-11
Other Names
  • Robert Dennis

View on SEC IAPD

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