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Trevor Booth

Strategic Advisers LLC

Denver, 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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Denver, CO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Margarittagrille Westhampton Beach NY 05/2016 08/2020
Eastern Environmental Solutions Manorville NY 09/2020 11/2021
Fidelity Investments Greenwood Village CO 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 08/2020
    Margarittagrille
    Westhampton Beach, NY
  • 09/2020 → 11/2021
    Eastern Environmental Solutions
    Manorville, NY
  • 11/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-114118|OrgNmn:Foundation for Financial Planning|Org Addr:Washington,District o,US|OBA Nature: I am volunteering my time and|Invst Rel:Y|Title:Pro Bono Financial Planner |Duties:Mainly budgetting for clients who are overwhelmed with debt, it does not involve effecting or facilitating securities transactions|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2022-03-07

View on SEC IAPD

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Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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