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Kevin Patrick Boe

Strategic Advisers LLC

Parker, 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
TX RA APPROVED_RES 2025-11-23
CO RA APPROVED 2025-11-20
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • CO RA
    APPROVED
    Since 2025-11-20

Branch Locations

Parker, 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
Charles Schwab & Co., Inc. Lone Tree CO 08/2014 10/2019
Fidelity Brokerage Services Llc Naples FL 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 10/2019
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Naples, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naples, FL
  • 2016-10-14 → 2019-10-16
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    Englewood, CO
    Lone Tree, CO
    Phoenix, AZ
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-14
S63 Uniform Securities Agent State Law Examination 2014-12-19
  • S66 Uniform Combined State Law Examination
    2016-10-14
  • S63 Uniform Securities Agent State Law Examination
    2014-12-19
Other Names
  • Kevin Patrick Boe
  • Kevin Boe

View on SEC IAPD

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