Best Investors Account Sign in

Courtney Bloom

Strategic Advisers LLC

Broomfield, CO

Lafayette, CO

Claim This Profile
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

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Lafayette, 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
Fidelity Investments Denver CO 08/2022 Present
First-Citizens Bank & Trust Company Raleigh NC 06/2020 08/2022
Xl Global Services Exton PA 06/2019 08/2019
Cedar Ridge Farm Blythewood SC 09/2018 12/2018
Tropical Smoothie Cafe Columbia SC 01/2018 05/2018
Twinwood Us Inc. Simonton TX 04/2016 05/2017
Full-Time Education Columbia SC 09/2019 06/2020
Full-Time Education Columbia SC 01/2019 06/2019
Full-Time Education Columbia SC 06/2018 09/2018
Full-Time Education Columbia SC 06/2017 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Denver, CO
  • 06/2020 → 08/2022
    First-Citizens Bank & Trust Company
    Raleigh, NC
  • 06/2019 → 08/2019
    Xl Global Services
    Exton, PA
  • 09/2018 → 12/2018
    Cedar Ridge Farm
    Blythewood, SC
  • 01/2018 → 05/2018
    Tropical Smoothie Cafe
    Columbia, SC
  • 04/2016 → 05/2017
    Twinwood Us Inc.
    Simonton, TX
  • 09/2019 → 06/2020
    Full-Time Education
    Columbia, SC
  • 01/2019 → 06/2019
    Full-Time Education
    Columbia, SC
  • 06/2018 → 09/2018
    Full-Time Education
    Columbia, SC
  • 06/2017 → 01/2018
    Full-Time Education
    Columbia, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-12
  • S66 Uniform Combined State Law Examination
    2023-01-12
Designations
Other Names
  • Courtney Leigh Bloom

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WHITE HAWK WEALTH MANAGEMENT
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED WEALTH CONCEPTS LLC
CAYDEN WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

SUSAN DAVIDSON SPANGLER
Vinchenza Burney
REID MICHAEL JOHNSON
DAVID JON BAER
ROBERT ALLEN NOVAK
Jonathan David White
CAMERON ROBERT DYE
Neil Robert Draxler

Other Offices

CETERA INVESTMENT ADVISERS LLC · BROOMFIELD, CO
CETERA INVESTMENT ADVISERS LLC · BROOMFIELD, CO
LPL FINANCIAL LLC · BROOMFIELD, CO
LPL FINANCIAL LLC · Broomfield, CO
WHITE HAWK WEALTH MANAGEMENT · BROOMFIELD, CO
EDWARD JONES · BROOMFIELD, CO
EDWARD JONES · BROOMFIELD, CO
LPL FINANCIAL LLC · BROOMFIELD, CO

More in Broomfield, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor