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Suzanne A. Cole

Strategic Advisers LLC

Albuqueqrue, NM

Middleton, WI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-09
NM RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • WI RA
    APPROVED
    Since 2026-01-09
  • NM RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Albuqueqrue, NM • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • 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
Lowe's Companies Albuquerque NM 08/2021 04/2022
Richard Moore State Farm Albuquerque NM 01/2021 08/2021
Lanell Anderson State Farm Albuquerque NM 10/2020 01/2021
Bbva Bank Rio Rancho NM 07/2019 10/2020
Delta Airlines Albuquerque NM 03/2018 06/2019
The Melting Pot Albuquerque NM 11/2017 02/2018
Walt Disney Parks And Resorts Orlando FL 07/2017 10/2017
Texas Roadhouse Orlando FL 11/2016 05/2017
Universal Studios Orlando Orlando FL 11/2016 01/2017
Boot Barn Orlando FL 08/2016 10/2016
Seaworld Discovery Cove Orlando FL 08/2016 09/2016
Hilton Grand Vacations Orlando FL 09/2016 10/2016
Fidelity Investments Albuquerque NM 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 04/2022
    Lowe's Companies
    Albuquerque, NM
  • 01/2021 → 08/2021
    Richard Moore State Farm
    Albuquerque, NM
  • 10/2020 → 01/2021
    Lanell Anderson State Farm
    Albuquerque, NM
  • 07/2019 → 10/2020
    Bbva Bank
    Rio Rancho, NM
  • 03/2018 → 06/2019
    Delta Airlines
    Albuquerque, NM
  • 11/2017 → 02/2018
    The Melting Pot
    Albuquerque, NM
  • 07/2017 → 10/2017
    Walt Disney Parks And Resorts
    Orlando, FL
  • 11/2016 → 05/2017
    Texas Roadhouse
    Orlando, FL
  • 11/2016 → 01/2017
    Universal Studios Orlando
    Orlando, FL
  • 08/2016 → 10/2016
    Boot Barn
    Orlando, FL
  • 08/2016 → 09/2016
    Seaworld Discovery Cove
    Orlando, FL
  • 09/2016 → 10/2016
    Hilton Grand Vacations
    Orlando, FL
  • 05/2022 → Present
    Fidelity Investments
    Albuquerque, NM
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-15
S63 Uniform Securities Agent State Law Examination 2023-03-06
  • S66 Uniform Combined State Law Examination
    2023-06-15
  • S63 Uniform Securities Agent State Law Examination
    2023-03-06
Other Names
  • Suzanne Alexis Jones
  • Suzanne Jones
  • Suzanne Alexis Cole

View on SEC IAPD

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