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Lance P Brown

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 7512117

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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 2026-01-30
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Denver, 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
Fidelity Investments Durham NC 02/2022 Present
Longhorn Steakhouse Winter Garden FL 11/2018 02/2022
Tgi Fridays Orlando FL 06/2014 11/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → Present
    Fidelity Investments
    Durham, NC
  • 11/2018 → 02/2022
    Longhorn Steakhouse
    Winter Garden, FL
  • 06/2014 → 11/2018
    Tgi Fridays
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-131814|OrgNmn:Rover|Org Addr:Denver,Colorado,US|OBA Nature:Pet sitting|Invst Rel:N|Title:Independent Contractor|Duties:Pet sitting for dogs|StrtDt:07-20-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-17
S63 Uniform Securities Agent State Law Examination 2022-07-11
  • S66 Uniform Combined State Law Examination
    2022-11-17
  • S63 Uniform Securities Agent State Law Examination
    2022-07-11
Other Names
  • Lance Patrick Brown
  • Lance Brown

View on SEC IAPD

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