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Fawn Sivak

Strategic Advisers LLC

Highlands Ranch, CO

Greenwood Village, 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

Highlands Ranch, 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
Douglas Country School District Castle Rock CO 10/2019 05/2021
Unemployed Highlands Ranch CO 06/2021 12/2021
Pathways Of Idaho Boise ID 04/2018 06/2018
Trinity Property Management Nampa ID 08/2016 01/2017
Agape Travel Highlands Ranch CO 06/2005 01/2022
3D Healthcare Staffing Highlands Ranch CO 11/2019 06/2021
Idaho Department Of Health And Welfare Boise CO 06/2016 08/2019
Fidelity Investments Greenwood Village CO 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 05/2021
    Douglas Country School District
    Castle Rock, CO
  • 06/2021 → 12/2021
    Unemployed
    Highlands Ranch, CO
  • 04/2018 → 06/2018
    Pathways Of Idaho
    Boise, ID
  • 08/2016 → 01/2017
    Trinity Property Management
    Nampa, ID
  • 06/2005 → 01/2022
    Agape Travel
    Highlands Ranch, CO
  • 11/2019 → 06/2021
    3D Healthcare Staffing
    Highlands Ranch, CO
  • 06/2016 → 08/2019
    Idaho Department Of Health And Welfare
    Boise, CO
  • 01/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-66009|OrgNmn:Agape Travel|Org Addr:Highlands ,Colorado,US|OBA Nature:Booking travel maybe once or t|Invst Rel:N|Title:Sole Proprietor|Duties:No duties or obligations..|StrtDt:06-01-05|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-21
S63 Uniform Securities Agent State Law Examination 2022-08-16
  • S66 Uniform Combined State Law Examination
    2023-04-21
  • S63 Uniform Securities Agent State Law Examination
    2022-08-16
Other Names
  • Fawn Marie Sivak
  • Combs
  • Fawn Sivak

View on SEC IAPD

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