Colby J. Homec

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Gilbert, AZ • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Scottsdale	AZ	11/2012	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2012 → Present

Fidelity Brokerage Services Llc

Scottsdale, AZ
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

Gilbert, AZ
2014-10-14 → 2018-07-13

Strategic Advisers Llc

Scottsdale, AZ
2010-08-30 → 2012-07-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Indian Wells, CA

Tacoma, WA

Other Businesses

OBA-114187|OrgNmn:Backpacking Grub|Org Addr:Gilbert,Arizona,US|OBA Nature:Online sales from our website |Invst Rel:N|Title:Partner|Duties:Fullfill orders as well as create content such as instagram and YouTube. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-18

S66 Uniform Combined State Law Examination

2014-09-18

Other Names

Colby J Homec
Colby Jon Homec

View on SEC IAPD

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