Cole Younger

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

• 06/2022 → Present
  Fidelity Investments
  Greenwood Village, CO
• 05/2021 → 05/2022
  Colorado State University
  Fort Collins, CO
• 05/2020 → 08/2020
  Town Of Limon
  Limon, CO
• 01/2020 → 05/2020
  Colorado State University
  Fort Collins, CO
• 05/2019 → 08/2019
  First National Bank Of Hugo
  Hugo, CO
• 05/2019 → 08/2019
  Limon Public Schools
  Limon, CO
• 05/2018 → 08/2018
  Limon Public Schools
  Limon, CO
• 05/2017 → 08/2017
  Limon Public Schools
  Limon, CO
• 08/2016 → 05/2017
  Limon Public Schools
  Limon, CO
• 08/2017 → 05/2018
  Limon Public Schools
  Limon, CO
• 08/2018 → 05/2019
  Colorado State University
  Fort Collins, CO
• 08/2019 → 05/2020
  Colorado State University
  Fort Collins, CO
• 08/2020 → 05/2021
  Colorado State University
  Fort Collins, CO
• 08/2021 → 05/2022
  Colorado State University
  Fort Collins, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-06-28
• S63 Uniform Securities Agent State Law Examination
  2022-10-03

Other Names

• Cole Harris Younger
• Cole Younger