Ian Daniel Switzer

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-02-27
TX	RA	APPROVED	2026-02-27

CO RA
APPROVED

Since 2026-02-27
TX RA
APPROVED

Since 2026-02-27

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

Organization	City	State	From	To
Fidelity Investments	Greenwood Village	CO	10/2025	Present
Mad River Coffee House	Campton	NH	03/2020	09/2021
Unemployed	Denver	CO	02/2025	10/2025
Village Condominiums	Waterville Valley	NH	09/2017	03/2020
Ace Hardware	Denver	CO	06/2024	02/2025
Waterville Valley Elementary School	Waterville Valley	NH	10/2015	09/2017
Whale'S Tale Waterpark	Lincoln	NH	09/2021	08/2023
Odyssey Beerwerks	Arvada	CO	08/2023	06/2024
Holderness School	Holderness	NH	08/2018	05/2021
University Of Denver	Denver	CO	08/2021	06/2025

10/2025 → Present

Fidelity Investments

Greenwood Village, CO
03/2020 → 09/2021

Mad River Coffee House

Campton, NH
02/2025 → 10/2025

Unemployed

Denver, CO
09/2017 → 03/2020

Village Condominiums

Waterville Valley, NH
06/2024 → 02/2025

Ace Hardware

Denver, CO
10/2015 → 09/2017

Waterville Valley Elementary School

Waterville Valley, NH
09/2021 → 08/2023

Whale'S Tale Waterpark

Lincoln, NH
08/2023 → 06/2024

Odyssey Beerwerks

Arvada, CO
08/2018 → 05/2021

Holderness School

Holderness, NH
08/2021 → 06/2025

University Of Denver

Denver, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-23

S66 Uniform Combined State Law Examination

2026-02-23

Other Names

Ian Switzer

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE

JOHN MICHAEL DODDS

DEANNA LEE MEYER

BRENT Allan LEE

Dean Edward Norsworthy

DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO

MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO

AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

MORGAN STANLEY · Greenwood Village, CO

RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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