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Gerald Maier

Strategic Advisers LLC

Colorado Springs, CO

Greenwood Village, 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

Colorado Springs, 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
Charles Schwab & Co., Inc. Lone Tree CO 06/2006 08/2022
Unemployed Colorado Springs CO 08/2022 03/2023
Fidelity Brokerage Services Llc Greenwood Village CO 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2006 → 08/2022
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 08/2022 → 03/2023
    Unemployed
    Colorado Springs, CO
  • 03/2023 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-11
S63 Uniform Securities Agent State Law Examination 2006-07-10
  • S65 Uniform Investment Adviser Law Examination
    2022-10-11
  • S63 Uniform Securities Agent State Law Examination
    2006-07-10
Other Names
  • Gerald Jude Maier
  • Jerry Maier
  • Gerald Jude Maier
  • Gerald Jude Maier
  • Jerry Maier
  • Jerry Maier
  • Gerald J Maiser
  • Gerald J Maier

View on SEC IAPD

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