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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-22
TX RA APPROVED 2026-05-22
  • CO RA
    APPROVED
    Since 2026-05-22
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

Castle Rock, 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
Scottrade, Inc. Hillsboro OR 08/2016 02/2017
Charles Schwab & Co., Inc. Lone Tree CO 11/2017 05/2021
Unemployed Port Townsend WA 02/2017 11/2017
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 01/2022 11/2023
Tiaa Denver CO 01/2022 11/2023
Unemployed Castle Rock CO 05/2021 01/2022
Empower Financial Services, Inc Greenwood Village CO 01/2024 01/2025
Unemployed Castle Rock CO 11/2023 01/2024
Unemployed Castle Rock CO 01/2025 03/2025
Fidelity Investments Greenwood Village CO 03/2025 Present
  • 08/2016 → 02/2017
    Scottrade, Inc.
    Hillsboro, OR
  • 11/2017 → 05/2021
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 02/2017 → 11/2017
    Unemployed
    Port Townsend, WA
  • 01/2022 → 11/2023
    Tiaa-Cref Individual & Institutional Services, Llc
    Denver, CO
  • 01/2022 → 11/2023
    Tiaa
    Denver, CO
  • 05/2021 → 01/2022
    Unemployed
    Castle Rock, CO
  • 01/2024 → 01/2025
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 11/2023 → 01/2024
    Unemployed
    Castle Rock, CO
  • 01/2025 → 03/2025
    Unemployed
    Castle Rock, CO
  • 03/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-20
S63 Uniform Securities Agent State Law Examination 2011-05-23
  • S66 Uniform Combined State Law Examination
    2026-05-20
  • S63 Uniform Securities Agent State Law Examination
    2011-05-23
Other Names
  • Robert Clark Sawdey
  • Robert C Sawdey
  • Robert Sawdey
  • Bob Sawdey

View on SEC IAPD

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