Best Investors Account Sign in

Adam Pettyes

Strategic Advisers LLC

Denver, CO

Lakewood, CO

Claim This Profile
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

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States

Lakewood, 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
Fidelity Investments Institutional Services Company, Inc. West Lake TX 07/2015 03/2018
Fidelity Investments Institutional Services Company, Inc. West Lake TX 03/2018 06/2020
Fidelity Investments Denver CO 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 03/2018
    Fidelity Investments Institutional Services Company, Inc.
    West Lake, TX
  • 03/2018 → 06/2020
    Fidelity Investments Institutional Services Company, Inc.
    West Lake, TX
  • 06/2020 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-15
S63 Uniform Securities Agent State Law Examination 2014-09-22
  • S66 Uniform Combined State Law Examination
    2020-07-15
  • S63 Uniform Securities Agent State Law Examination
    2014-09-22
Designations
Other Names
  • Adam Doyle Pettyes
  • Adam Pettyes

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor