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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

Loveland, CO • United States

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States

1109 Oak Park Drive Suite 100, Fort Collins, CO 80525-6212 • 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
Fidelity Investments American Fork UT 11/2021 Present
Progressive Leasing Draper UT 07/2021 10/2021
Church Of Jesus Christ Of Latter-Day Saints Tampa FL 10/2020 05/2021
Progressive Leasing Draper UT 06/2018 09/2020
Walgreens Herriman UT 03/2018 06/2018
Arctic Circle Herriman UT 11/2017 03/2018
Popular Design Mill & Cabinet West Valley City UT 05/2016 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 07/2021 → 10/2021
    Progressive Leasing
    Draper, UT
  • 10/2020 → 05/2021
    Church Of Jesus Christ Of Latter-Day Saints
    Tampa, FL
  • 06/2018 → 09/2020
    Progressive Leasing
    Draper, UT
  • 03/2018 → 06/2018
    Walgreens
    Herriman, UT
  • 11/2017 → 03/2018
    Arctic Circle
    Herriman, UT
  • 05/2016 → 08/2017
    Popular Design Mill & Cabinet
    West Valley City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-22
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2023-11-22
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04
Other Names
  • Hampton Elliott Kelsch
  • Hampton E Kelsch

View on SEC IAPD

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