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Michael Joseph Crespin

Strategic Advisers LLC

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

Branch Locations

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
National Planning Holdings Denver CO 06/2016 11/2017
Jackson National Life Distributors Llc Nashville TN 11/2017 03/2024
Fidelity Investments Greenwood Village CO 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 11/2017
    National Planning Holdings
    Denver, CO
  • 11/2017 → 03/2024
    Jackson National Life Distributors Llc
    Nashville, TN
  • 04/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2016-06-15 → 2017-11-03
    National Planning Corporation
    Denver, CO
  • 2015-04-01 → 2016-03-29
    Curian Capital, Llc
    Denver, CO
  • 2013-07-01 → 2014-07-21
    Curian Capital, Llc
    Denver, CO
  • 2011-03-14 → 2013-07-08
    Equitable Advisors, Llc
    Denver, CO
    Lakewood, CO
    Lakewood, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-12
  • S66 Uniform Combined State Law Examination
    2011-03-12
Designations
Other Names
  • Mj Crespin

View on SEC IAPD

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Other Offices

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MARINER · Highlands Ranch, CO
MARINER · Highlands Ranch, CO
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