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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 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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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
University Of Denver Denver CO 09/2018 06/2022
Golden High School Golden CO 08/2014 05/2018
Applewood Golf Course Golden CO 06/2018 09/2018
Zumiez Golden CO 06/2019 12/2020
Jerusalem'S Restaurant Denver CO 09/2020 09/2021
Door Dash Denver CO 04/2020 08/2020
Fidelity Investments Denver CO 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 06/2022
    University Of Denver
    Denver, CO
  • 08/2014 → 05/2018
    Golden High School
    Golden, CO
  • 06/2018 → 09/2018
    Applewood Golf Course
    Golden, CO
  • 06/2019 → 12/2020
    Zumiez
    Golden, CO
  • 09/2020 → 09/2021
    Jerusalem'S Restaurant
    Denver, CO
  • 04/2020 → 08/2020
    Door Dash
    Denver, CO
  • 06/2022 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Michael Brian Madayag

View on SEC IAPD

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