Coleman Robbins

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → 06/2022
  Fidelity Investments
  Salt Lake City, UT
• 06/2021 → 08/2021
  Fidelity Investments
  Salt Lake City, UT
• 10/2020 → 05/2021
  Zion's Bank
  Midvale, UT
• 01/2018 → 04/2018
  Us Bank
  West Valley City, UT
• 01/2017 → 05/2017
  Chamber West
  West Valley City, UT
• 10/2015 → 09/2017
  The Store
  Holladay, UT
• 09/2021 → 09/2021
  Unemployed
  Salt Lake City, UT
• 05/2018 → 03/2020
  Extended Travel
  Spokane, WA
• 04/2020 → 09/2020
  Unemployed
  Salt Lake City, UT
• 10/2017 → 12/2017
  Unemployed
  Holladay, UT
• 07/2022 → 10/2023
  Unemployed
  Saint George, UT
• 11/2023 → Present
  Fidelity Investments
  Katy, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Richmond, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-01-16
• S63 Uniform Securities Agent State Law Examination
  2022-02-28

Other Names

• Coleman Daniel Robbins
• Cole Robbins
• Coleman Robbins