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Rob Lewis

Strategic Advisers LLC

Colorado Springs, CO

Colorado Springs, 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 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States

Colorado Springs, 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
Usaa Financial Advisors Inc Colorado Springs CO 04/2017 06/2020
Usaa Finanical Planning Services Colorado Springs CO 04/2017 08/2020
Unemployed Colorado Springs CO 03/2016 11/2016
Association Member Benefits Advisors Colorado Springs CO 11/2016 02/2017
Usaa Investment Services Company San Antonio TX 01/2018 08/2020
Fidelity Invesments Colorado Springs CO 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 06/2020
    Usaa Financial Advisors Inc
    Colorado Springs, CO
  • 04/2017 → 08/2020
    Usaa Finanical Planning Services
    Colorado Springs, CO
  • 03/2016 → 11/2016
    Unemployed
    Colorado Springs, CO
  • 11/2016 → 02/2017
    Association Member Benefits Advisors
    Colorado Springs, CO
  • 01/2018 → 08/2020
    Usaa Investment Services Company
    San Antonio, TX
  • 09/2020 → Present
    Fidelity Invesments
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Colorado Springs, CO
  • 2018-01-08 → 2020-07-30
    Usaa Investment Services Company
    San Antonio, TX
    Colorado Springs, CO
  • 2017-05-09 → 2018-01-08
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 2013-05-15 → 2016-03-09
    Ameriprise Financial Services, Llc
    Minneapolis, MN
    Minneapolis, MN
    Greenwood Village, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-13
  • S66 Uniform Combined State Law Examination
    2013-05-13
Designations
Other Names
  • Rob Garner Lewis
  • Rob Lewis

View on SEC IAPD

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