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Steven Savage

Strategic Advisers LLC

Edina, MN

Minneapolis, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-03-19
  • MN RA
    APPROVED
    Since 2026-03-19

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Minneapolis, MN • 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
Iowa State Ames IA 08/2014 05/2025
Home Depot Littleton CO 05/2022 08/2022
Pontiff Associates Littleton CO 05/2023 08/2023
Goddard Littleton CO 08/2015 08/2017
Pedalheads Littleton CO 05/2024 07/2024
Delta Zeta Ames IA 08/2023 12/2023
Heritage Littleton CO 08/2017 05/2021
Fidelity Investments Edina MN 09/2025 Present
West Metro Pediatric Dentistry Greenwood Village CO 05/2021 09/2025
  • 08/2014 → 05/2025
    Iowa State
    Ames, IA
  • 05/2022 → 08/2022
    Home Depot
    Littleton, CO
  • 05/2023 → 08/2023
    Pontiff Associates
    Littleton, CO
  • 08/2015 → 08/2017
    Goddard
    Littleton, CO
  • 05/2024 → 07/2024
    Pedalheads
    Littleton, CO
  • 08/2023 → 12/2023
    Delta Zeta
    Ames, IA
  • 08/2017 → 05/2021
    Heritage
    Littleton, CO
  • 09/2025 → Present
    Fidelity Investments
    Edina, MN
  • 05/2021 → 09/2025
    West Metro Pediatric Dentistry
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-17
  • S66 Uniform Combined State Law Examination
    2026-03-17

View on SEC IAPD

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MSM FINANCIAL, LLC
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U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
O'BRIEN-STALEY PARTNERS

Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

More in Edina, MN

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