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Warren Coulson

Strategic Advisers LLC

Broomfield, CO

Greenwood Village, 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

Broomfield, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Greenwood Village CO 08/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, 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
    Broomfield, CO
    Greenwood Village, CO
  • 2013-09-09 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
  • 2010-06-07 → 2013-08-12
    Edward Jones
    Denver, CO
    Greenwood Village, CO
    North Glenn, CO
    St Louis, MO
    St Louis, MO
Other Businesses

OBA-3994|OrgNmn:Coulson Publications, Inc.|Org Addr:PITTSFIELD,Illinois,US|OBA Nature:Publishing/Newspapers|Invst Rel:N|Title:Co-owner/Co-founder|Duties:Minor consulting; review financials|StrtDt:08-27-13|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-04
  • S66 Uniform Combined State Law Examination
    2010-06-04
Other Names
  • Warren Coulson
  • Warren Ray Coulson

View on SEC IAPD

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