Best Investors Account Sign in
Claim This Profile
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 2025-07-23
TX RA APPROVED 2025-07-23
  • CO RA
    APPROVED
    Since 2025-07-23
  • TX RA
    APPROVED
    Since 2025-07-23

Branch Locations

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
Centralized Services, Llc Highlands Ranch CO 04/2004 06/2025
Fidelity Investments Greenwood Village CO 03/2022 12/2023
One In A Melon, Llc Highlands Ranch CO 04/2021 06/2025
Fidelity Investments Greenwood Village CO 06/2025 Present
  • 04/2004 → 06/2025
    Centralized Services, Llc
    Highlands Ranch, CO
  • 03/2022 → 12/2023
    Fidelity Investments
    Greenwood Village, CO
  • 04/2021 → 06/2025
    One In A Melon, Llc
    Highlands Ranch, CO
  • 06/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Previous Registrations
  • 2022-09-20 → 2024-01-17
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-119951|OrgNmn:Centralized Services, LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Sells goods on Amazon|Invst Rel:N|Title:Trainer|Duties:Oversee customer service and high level training. |StrtDt:03-04-25|TotHrs/mon:15|TrdHrs/mon:0|OBA-119950|OrgNmn:One in a Melon, LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Sells goods via Amazon |Invst Rel:N|Title:Owner|Duties:Business owner that is self run and requires minimal time. One in a Melon sells goods on Amazon. |StrtDt:06-09-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2022-09-12
Other Names
  • Young Mi Cho
  • Young Mi Shieh

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Greenwood Village, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor