Best Investors Account Sign in
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
  • CO RA
    APPROVED
    Since 2025-03-31

Branch Locations

Parker, 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
Fidelity Brokerage Services Llc Lone Tree CO 09/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → Present
    Fidelity Brokerage Services Llc
    Lone Tree, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Dublin, CA
    Walnut Creek, CA
  • 2015-03-16 → 2018-07-13
    Greenwood Village, CO
    Lone Tree, CO
Other Businesses

OBA-126519|OrgNmn:Coastward Supply Co, LLC|Org Addr:Parker,Colorado,US|OBA Nature:Apparel design |Invst Rel:N|Title:Owner |Duties:Owner and designer of apparel brand|StrtDt:02-26-26|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-02
S63 Uniform Securities Agent State Law Examination 2011-03-16
  • S65 Uniform Investment Adviser Law Examination
    2015-02-02
  • S63 Uniform Securities Agent State Law Examination
    2011-03-16
Other Names
  • Michael Patrick Murphy

View on SEC IAPD

More in Parker, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor