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Steve Terrell

Strategic Advisers LLC

Greenwood Village, CO

Littleton, CO

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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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Littleton, 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
Xred Inc. Dba Washcity Laundromat Denver CO 12/2001 12/2018
Steve Terrell Denver CO 12/2018 03/2020
Metropolitan State University Of Denver Denver CO 01/2019 06/2020
Unemployed Denver CO 06/2020 12/2020
Fidelity Investments Greenwood Village CO 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2001 → 12/2018
    Xred Inc. Dba Washcity Laundromat
    Denver, CO
  • 12/2018 → 03/2020
    Steve Terrell
    Denver, CO
  • 01/2019 → 06/2020
    Metropolitan State University Of Denver
    Denver, CO
  • 06/2020 → 12/2020
    Unemployed
    Denver, CO
  • 12/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-10
S63 Uniform Securities Agent State Law Examination 1999-01-20
  • S66 Uniform Combined State Law Examination
    2021-08-10
  • S63 Uniform Securities Agent State Law Examination
    1999-01-20
Other Names
  • Steve Kelly Terrell
  • Steven Kelly Terrell
  • Steven Terrell

View on SEC IAPD

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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
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