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Leopoldo Nava

Strategic Advisers LLC

Commerce City, CO

Greenwood Village, CO

CRD 7455360

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Commerce City, 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
City And County Of Denver Denver CO 04/2008 10/2021
The Reloading Zone Wheat Ridge CO 08/2016 03/2020
The Reloading Zone Lakewood CO 09/2020 10/2021
Fidelity Investments Greenwood Village CO 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2008 → 10/2021
    City And County Of Denver
    Denver, CO
  • 08/2016 → 03/2020
    The Reloading Zone
    Wheat Ridge, CO
  • 09/2020 → 10/2021
    The Reloading Zone
    Lakewood, CO
  • 10/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-115628|OrgNmn:2nd Shot Reloading|Org Addr:Commerce C,Colorado,US|OBA Nature:Buy estate sale and re-sell it|Invst Rel:N|Title:Owner|Duties:Buy reloading estate sales and re-sell items|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-30
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-12-30
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Leo Nava
  • Leopoldo Nava Jr
  • Leo Nava Jr
  • Leopoldo Nava
  • Leopoldo Nava

View on SEC IAPD

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