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Paul Tran

Strategic Advisers LLC

Commerce City, CO

Greenwood Village, CO

CRD 7614598

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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

Commerce City, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Mr. Tai Lawn Services Westminster CO 06/2012 08/2022
Hilton Worldwide Denver CO 11/2017 02/2018
Nextsource Louisville CO 06/2020 10/2021
Westminster Public Schools Westminster CO 09/2016 05/2020
Fidelity Investments Denver CO 08/2022 Present
Johnson & Wales University Denver CO 08/2016 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 08/2022
    Mr. Tai Lawn Services
    Westminster, CO
  • 11/2017 → 02/2018
    Hilton Worldwide
    Denver, CO
  • 06/2020 → 10/2021
    Nextsource
    Louisville, CO
  • 09/2016 → 05/2020
    Westminster Public Schools
    Westminster, CO
  • 08/2022 → Present
    Fidelity Investments
    Denver, CO
  • 08/2016 → 12/2021
    Johnson & Wales University
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Commerce City, CO
Other Businesses

OBA-90516|OrgNmn:Mr. Tai Lawn & Garden Services|Org Addr:Westminste,Colorado,US|OBA Nature:Landscaping|Invst Rel:N|Title:Employee|Duties:Employee, Execute physical labor work|StrtDt:|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-12
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S66 Uniform Combined State Law Examination
    2024-11-12
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03
Other Names
  • Paul An Truong Tran
  • Paul Tran

View on SEC IAPD

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