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Colby Green

Strategic Advisers LLC

Muskegon, MI

Grand Rapids, MI

CRD 8200555

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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
TX RA APPROVED 2026-04-11
MI RA APPROVED 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-11
  • MI RA
    APPROVED
    Since 2026-04-01

Branch Locations

Muskegon, MI • United States

3480 28Th Street Se, Grand Rapids, MI 49512-1602 • 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
Manna Development Group, Llc Encinitas CA 11/2008 11/2025
Fidelity Investments Grand Rapids MI 12/2025 Present
  • 11/2008 → 11/2025
    Manna Development Group, Llc
    Encinitas, CA
  • 12/2025 → Present
    Fidelity Investments
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-30
  • S66 Uniform Combined State Law Examination
    2026-03-30

View on SEC IAPD

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