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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 2025-11-26
TX RA APPROVED 2025-11-26
  • CO RA
    APPROVED
    Since 2025-11-26
  • TX RA
    APPROVED
    Since 2025-11-26

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
N/A (Full Time Student) Loudonville NY 08/2019 09/2024
Utah Olympic Park Ut UT 06/2020 07/2020
Six Flags, The Great Escape Ny NY 06/2016 08/2017
Warren County Economic Development Center Ny NY 12/2022 05/2023
Town Of Warrensburg Ny NY 06/2018 08/2019
Eastern Kentucky University Ky KY 09/2024 08/2025
Ocho Cinco'S Cantina Ny NY 01/2019 08/2019
Na (High School Student) Chestertown NY 06/2015 06/2019
Fidelity Investments Greenwood Village CO 08/2025 Present
Americorps, Iowa Ia IA 05/2021 08/2021
  • 08/2019 → 09/2024
    N/A (Full Time Student)
    Loudonville, NY
  • 06/2020 → 07/2020
    Utah Olympic Park
    Ut, UT
  • 06/2016 → 08/2017
    Six Flags, The Great Escape
    Ny, NY
  • 12/2022 → 05/2023
    Warren County Economic Development Center
    Ny, NY
  • 06/2018 → 08/2019
    Town Of Warrensburg
    Ny, NY
  • 09/2024 → 08/2025
    Eastern Kentucky University
    Ky, KY
  • 01/2019 → 08/2019
    Ocho Cinco'S Cantina
    Ny, NY
  • 06/2015 → 06/2019
    Na (High School Student)
    Chestertown, NY
  • 08/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2021 → 08/2021
    Americorps, Iowa
    Ia, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20

View on SEC IAPD

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