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Cooper Rothe

Strategic Advisers LLC

Broomfield, CO

Erie, 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

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Erie, 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
Vista Valley Country Club Vista CA 10/2020 10/2021
University Of Wyoming Laramie WY 06/2016 12/2019
Unemployed Berthoud CO 12/2019 10/2020
Fidelity Investments Greenwood Village CO 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 10/2021
    Vista Valley Country Club
    Vista, CA
  • 06/2016 → 12/2019
    University Of Wyoming
    Laramie, WY
  • 12/2019 → 10/2020
    Unemployed
    Berthoud, CO
  • 10/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-25
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-08-25
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Cooper Thomas Rothe
  • Cooper Rothe

View on SEC IAPD

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