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Scott Carmody

Strategic Advisers LLC

Lone Tree, CO

Parker, CO

Centennial, 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

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Parker, CO • United States

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • 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
Dividend Capital Securities Denver CO 10/2014 04/2018
Fidelity Brokerage Services Llc Greenwood Village CO 08/2019 Present
Metropolitan State University Denver CO 04/2018 07/2018
Unemployed Denver CO 08/2018 10/2018
University Of Phoenix Online Denver CO 11/2018 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-04
S63 Uniform Securities Agent State Law Examination 2010-12-17
  • S65 Uniform Investment Adviser Law Examination
    2019-01-04
  • S63 Uniform Securities Agent State Law Examination
    2010-12-17
Designations
Other Names
  • Scott Carmody
  • Scott Alan Carmody

View on SEC IAPD

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Other Investors

SHALINI J. MAYL
KYLE SMITH
BRIANNA MARIE MATHIS
JESSICA DIEM HUYNH CURTIS
ANDRINA UPTMORE
ALYSSA ARMIDA EVANS
JARON CAPPOS
ANDREW KIM

Other Offices

LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO
LPL ENTERPRISE, LLC · ENGLEWOOD, CO
PALLER FINANCIAL SERVICES, INC. · CENTENNIAL, CO
OSAIC ADVISORY SERVICES, LLC · Centennial, CO
ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO

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