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Hunter Poitras

Strategic Advisers LLC

Greenwood Village, CO

Denver, 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 2025-03-31
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
High School Gorham ME 08/2016 12/2016
Chili's South Portland ME 12/2016 03/2017
High School Gorham ME 03/2017 03/2018
Tuscan Table South Portland ME 03/2018 12/2020
General Dynamics Bath ME 06/2020 08/2020
Fosdick Corp Wallingford CT 01/2021 08/2021
Fidelity Investments Boston MA 06/2021 08/2021
Bryant University Smithfield RI 08/2021 03/2022
Raillery Pub And Grill Franklin MA 03/2022 06/2022
Fidelity Investments Denver CO 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2016
    High School
    Gorham, ME
  • 12/2016 → 03/2017
    Chili's
    South Portland, ME
  • 03/2017 → 03/2018
    High School
    Gorham, ME
  • 03/2018 → 12/2020
    Tuscan Table
    South Portland, ME
  • 06/2020 → 08/2020
    General Dynamics
    Bath, ME
  • 01/2021 → 08/2021
    Fosdick Corp
    Wallingford, CT
  • 06/2021 → 08/2021
    Fidelity Investments
    Boston, MA
  • 08/2021 → 03/2022
    Bryant University
    Smithfield, RI
  • 03/2022 → 06/2022
    Raillery Pub And Grill
    Franklin, MA
  • 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
Other Businesses

OBA-111594|OrgNmn:Youtube |Org Addr:Denver,Colorado,US|OBA Nature:Youtube channel, revenue from |Invst Rel:N|Title:Youtube channel owner |Duties:Regular uploads online to youtube |StrtDt:08-12-24|TotHrs/mon:10|TrdHrs/mon:0|OBA-107271|OrgNmn:Amazon Affiliate |Org Addr:Denver,Colorado,US|OBA Nature:Affiliate with amazon products|Invst Rel:N|Title:Amazon affiliate |Duties:Links on personal website that I earn passive commision for user clicks to product |StrtDt:03-04-24|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2022-12-16
Other Names
  • Hunter Mark Poitras
  • Hunter M Poitras

View on SEC IAPD

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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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