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Stephanie Ann Conrad

Strategic Advisers LLC

Greenwood Village, CO

Centennial, 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

Centennial, 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
Stephanie Conrad Photography Castle Pines CO 01/2010 11/2019
Fidelity Brokerage Services Llc Greenwood Village CO 12/2019 Present
Cherry Creek School District Greenwood Vill CO 09/2014 12/2019
Act Iowa City IA 03/2017 12/2019
National College Board New York NY 03/2017 12/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2010 → 11/2019
    Stephanie Conrad Photography
    Castle Pines, CO
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 09/2014 → 12/2019
    Cherry Creek School District
    Greenwood Vill, CO
  • 03/2017 → 12/2019
    Act
    Iowa City, IA
  • 03/2017 → 12/2019
    National College Board
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-02
S63 Uniform Securities Agent State Law Examination 2020-05-01
  • S66 Uniform Combined State Law Examination
    2020-12-02
  • S63 Uniform Securities Agent State Law Examination
    2020-05-01
Other Names
  • Stephanie Ann Kerber
  • Stephanie Ann Conrad
  • Stephanie Conrad

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
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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