Scott Carmody

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 04/2018
  Dividend Capital Securities
  Denver, CO
• 08/2019 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 04/2018 → 07/2018
  Metropolitan State University
  Denver, CO
• 08/2018 → 10/2018
  Unemployed
  Denver, CO
• 11/2018 → 08/2019
  University Of Phoenix Online
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-09-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2019-01-09 → 2019-05-21
  Mountain Financial Capital
  Fort Collins, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-04
• S63 Uniform Securities Agent State Law Examination
  2010-12-17

Designations

• Certified Financial Planner

Other Names

• Scott Carmody
• Scott Alan Carmody