Trevor James Mowry

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 05/2018
  University Schools
  Greeley, CO
• 08/2015 → 06/2022
  Core Soccer Academy
  Westminster, CO
• 06/2018 → 12/2018
  California Polytechnic State University
  San Luis Obispo, CA
• 01/2019 → 05/2022
  University Of Colorado Boulder
  Boulder, CO
• 02/2019 → 05/2022
  Woodgrain Bagels
  Boulder, CO
• 05/2021 → 08/2021
  Fidelity Investments
  Greenwood Village, CO
• 06/2020 → 10/2020
  Guidedpr
  London
• 06/2022 → Present
  Fidelity Investments
  Greenwood Village, CO
• 06/2022 → 06/2022
  Uber
  Boulder, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Denver, CO
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-10-11
• S63 Uniform Securities Agent State Law Examination
  2022-11-03