Best Investors Account Sign in

Fred Lassar

Strategic Advisers LLC

Highlands Ranch, CO

Greenwood Village, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Highlands Ranch, 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
A I M Distributors, Inc. Houston TX 07/2003 07/2019
Aim Private Asset Management Houston TX 06/2005 07/2019
Invesco Advisers, Inc. Houston TX 01/2010 05/2019
Cuso Financial Services, L.P. San Diego CA 08/2019 07/2020
Jp Morgan Securities, Llc Highlands Ranch CO 07/2020 12/2021
Jpmorgan Chase Bank, N.A. Highlands Ranch CO 07/2020 12/2021
Invesco Distributors, Inc. Houston TX 07/2003 05/2019
Invesco Houston TX 01/2001 05/2019
Fidelity Investments Greenwood Village CO 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2003 → 07/2019
    A I M Distributors, Inc.
    Houston, TX
  • 06/2005 → 07/2019
    Aim Private Asset Management
    Houston, TX
  • 01/2010 → 05/2019
    Invesco Advisers, Inc.
    Houston, TX
  • 08/2019 → 07/2020
    Cuso Financial Services, L.P.
    San Diego, CA
  • 07/2020 → 12/2021
    Jp Morgan Securities, Llc
    Highlands Ranch, CO
  • 07/2020 → 12/2021
    Jpmorgan Chase Bank, N.A.
    Highlands Ranch, CO
  • 07/2003 → 05/2019
    Invesco Distributors, Inc.
    Houston, TX
  • 01/2001 → 05/2019
    Invesco
    Houston, TX
  • 12/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2020-08-10 → 2021-12-03
    J.P. Morgan Securities Llc
    Highlands Ranch, CO
    Denver, CO
    Highlands Ranch, CO
  • 2019-08-20 → 2020-07-08
    Cuso Financial Services, L.P.
    Parker, CO
    San Diego, CA
    Colorado Springs, CO
  • 2010-01-01 → 2019-06-03
    Invesco Advisers, Inc.
    Atlanta, GA
  • 2005-07-08 → 2010-01-01
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-30
S63 Uniform Securities Agent State Law Examination 1992-09-11
  • S65 Uniform Investment Adviser Law Examination
    2005-06-30
  • S63 Uniform Securities Agent State Law Examination
    1992-09-11
Other Names
  • Fred Baron Lassar
  • Fred Lassar

View on SEC IAPD

More in Highlands Ranch, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor