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Thomas Hellmuth

Strategic Advisers LLC

Denver, CO

Denver, 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

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States

Denver, 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
Scottrade, Inc. Westminster CO 07/2011 03/2018
T. A. Holland & Co. Boston MA 06/2018 08/2022
Cetera Advisor Networks El Segundo CA 08/2018 07/2021
Commonwealth Financial Network Waltham MA 07/2021 08/2022
Fidelity Investments Denver CO 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → 03/2018
    Scottrade, Inc.
    Westminster, CO
  • 06/2018 → 08/2022
    T. A. Holland & Co.
    Boston, MA
  • 08/2018 → 07/2021
    Cetera Advisor Networks
    El Segundo, CA
  • 07/2021 → 08/2022
    Commonwealth Financial Network
    Waltham, MA
  • 09/2022 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2021-07-30 → 2022-09-02
    Commonwealth Financial Network
    Boston, MA
  • 2020-03-02 → 2021-08-03
    Cetera Wealth Services, Llc
    Boston, MA
    Lakewood, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-08-23
  • S63 Uniform Securities Agent State Law Examination
    2011-08-23
Designations
Other Names
  • Thomas Hellmuth
  • Thomas Andrew Hellmuth

View on SEC IAPD

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Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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