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Norma Trejo

Strategic Advisers LLC

Westminster, CO

Broomfield, 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

Westminster, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Tiaa Princeton NJ 12/2013 11/2020
Unemployed Northglenn CO 11/2020 04/2021
Northwestern Mutual Investment Services Llc Boulder CO 05/2021 02/2022
Fidelity Investments Broomfield CO 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → 11/2020
    Tiaa
    Princeton, NJ
  • 11/2020 → 04/2021
    Unemployed
    Northglenn, CO
  • 05/2021 → 02/2022
    Northwestern Mutual Investment Services Llc
    Boulder, CO
  • 02/2022 → Present
    Fidelity Investments
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
Other Businesses

OBA-115692|OrgNmn:12 14 Martinez LLC |Org Addr:Westminste,Colorado,US|OBA Nature:LLC for rental properties|Invst Rel:Y|Title:Partner|Duties:Continue providing a livable condition in rental property as a landlord |StrtDt:11-04-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-115690|OrgNmn:6796 & 6798 Bayaud LLC |Org Addr:Westminste,Colorado,US|OBA Nature:LLC for rental properties |Invst Rel:Y|Title:Partner|Duties:Continue providing a livable condition in rental property as a landloard. |StrtDt:11-04-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-27
S63 Uniform Securities Agent State Law Examination 2014-01-17
  • S66 Uniform Combined State Law Examination
    2022-04-27
  • S63 Uniform Securities Agent State Law Examination
    2014-01-17
Other Names
  • Norma Patricia Trejo

View on SEC IAPD

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