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Michael Scott Kohn

Strategic Advisers LLC

Englewood, CO

Greenwood Village, 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

Englewood, 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
Chandler Hill Vineyards, State Of Mind Wine St. Louis MO 01/2018 06/2019
Gm Financial Greenwood Village CO 11/2016 11/2017
Chandler Hill Vineyards, State Of Mind Wine St. Louis MO 06/2019 11/2019
Unemployed Denver CO 07/2016 11/2016
Fidelity Brokerage Services Llc Greenwood Village CO 11/2019 Present
Mklc Llc St. Louis MO 01/2018 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 06/2019
    Chandler Hill Vineyards, State Of Mind Wine
    St. Louis, MO
  • 11/2016 → 11/2017
    Gm Financial
    Greenwood Village, CO
  • 06/2019 → 11/2019
    Chandler Hill Vineyards, State Of Mind Wine
    St. Louis, MO
  • 07/2016 → 11/2016
    Unemployed
    Denver, CO
  • 11/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 01/2018 → 11/2019
    Mklc Llc
    St. Louis, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-03
S63 Uniform Securities Agent State Law Examination 2020-02-14
  • S66 Uniform Combined State Law Examination
    2020-09-03
  • S63 Uniform Securities Agent State Law Examination
    2020-02-14
Other Names
  • Michael Scott Kohn
  • Michael S Kohn

View on SEC IAPD

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