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Narciso Macia

Strategic Advisers LLC

Greenwood Village, CO

Castle Rock, 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

Castle Rock, 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
Starbucks Queen Creek AZ 12/2016 03/2019
Hellofresh Tempe AZ 02/2019 06/2020
Homeadvisor Golden CO 08/2020 02/2021
Unitedhealth Group Colorado Springs CO 02/2021 06/2022
Unemployed Denver CO 06/2020 08/2020
Unemployed Queen Creek AZ 05/2016 12/2016
Fidelity Investments Denver CO 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → 03/2019
    Starbucks
    Queen Creek, AZ
  • 02/2019 → 06/2020
    Hellofresh
    Tempe, AZ
  • 08/2020 → 02/2021
    Homeadvisor
    Golden, CO
  • 02/2021 → 06/2022
    Unitedhealth Group
    Colorado Springs, CO
  • 06/2020 → 08/2020
    Unemployed
    Denver, CO
  • 05/2016 → 12/2016
    Unemployed
    Queen Creek, AZ
  • 07/2022 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-29
  • S66 Uniform Combined State Law Examination
    2022-11-29
Other Names
  • Narciso Vincent Macia
  • Narciso V Macia

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
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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