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Alina Kalfaian

Strategic Advisers LLC

Greenwood Village, CO

Colorado Springs, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-09
  • CO RA
    APPROVED
    Since 2025-12-09

Branch Locations

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

Colorado Springs, 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
Abercrombie & Fitch Co. Paramus NJ 06/2017 08/2017
Fordham University Bronx NY 08/2016 08/2019
Fordham University Higher Education Opportunity Program Bronx NY 09/2017 05/2019
Demarest Farm And Orchard Llc Hillsdale NJ 08/2018 12/2019
Kallman Worldwide Inc. Waldwick NJ 01/2020 09/2020
Doordash Washington Township NJ 05/2020 07/2022
Stony Child Development Center, Department Of The Army West Point NY 11/2020 05/2021
Fidelity Investments New York NY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Abercrombie & Fitch Co.
    Paramus, NJ
  • 08/2016 → 08/2019
    Fordham University
    Bronx, NY
  • 09/2017 → 05/2019
    Fordham University Higher Education Opportunity Program
    Bronx, NY
  • 08/2018 → 12/2019
    Demarest Farm And Orchard Llc
    Hillsdale, NJ
  • 01/2020 → 09/2020
    Kallman Worldwide Inc.
    Waldwick, NJ
  • 05/2020 → 07/2022
    Doordash
    Washington Township, NJ
  • 11/2020 → 05/2021
    Stony Child Development Center, Department Of The Army
    West Point, NY
  • 06/2022 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    New York, NY
Other Businesses

OBA-89712|OrgNmn:Doordash |Org Addr:Washington,New Jersey,US|OBA Nature:Self employed delivery driver |Invst Rel:N|Title:Independent Contractor|Duties:I am able to log into the app and make deliveries whenever I want to |StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-06
  • S66 Uniform Combined State Law Examination
    2023-03-06

View on SEC IAPD

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Other Investors

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Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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