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David Szabo

Strategic Advisers LLC

Greenwood Village, CO

Highlands Ranch, 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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Highlands Ranch, 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
Mfs Fund Distributors, Inc Boston MA 12/2014 07/2021
Robinhood Financial, Llc Denver CO 07/2021 07/2022
Fidelity Investments Greenwood Village CO 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 07/2021
    Mfs Fund Distributors, Inc
    Boston, MA
  • 07/2021 → 07/2022
    Robinhood Financial, Llc
    Denver, CO
  • 08/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2015-01-13 → 2021-07-21
    Mfs Institutional Advisors Inc.
    Boston, MA
  • 2011-02-17 → 2014-12-10
    Barclays Capital Inc.
    Boston, MA
    London
    New York, NY
Other Businesses

OBA-91283|OrgNmn:Josephene Holdings LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:An LLC holdings investment rea|Invst Rel:Y|Title:Partner|Duties:Passive holding of investment real estate.|StrtDt:08-29-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-16
  • S66 Uniform Combined State Law Examination
    2011-02-16

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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