Grace Elisabeth Naber

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 08/2022
  Groopeze
  Dublin
• 02/2022 → 06/2022
  The Relaunch Co
  Boulder, CO
• 08/2022 → 09/2022
  Extended Travel / 200 Yoga Teacher Training
  Mallorca
• 09/2022 → Present
  Fidelity Investments
  Boulder, CO
• 01/2022 → 04/2022
  Madewell
  Boulder, CO
• 05/2021 → 08/2021
  Startup Summer
  Boulder, CO
• 02/2021 → 02/2022
  Moorhead Law Firm
  Boulder, CO
• 02/2021 → 08/2021
  Silicon Flatirons Entrepreneurial Policy Academy
  Boulder, CO
• 08/2020 → 08/2021
  Cu Student Recreation Center
  Boulder, CO
• 07/2020 → 05/2022
  The Bold
  Boulder, CO
• 01/2021 → 03/2022
  Greg Naber Insurance Inc
  Boulder, CO
• 06/2018 → 07/2018
  Lindsay's Deli
  Boulder, CO
• 04/2015 → 02/2019
  Boulder Parks And Recreation
  Boulder, CO
• 06/2017 → 05/2022
  Tracy Grant
  Boulder, CO
• 08/2012 → 05/2018
  Casey Middle School / Fairview High School
  Boulder, CO
• 08/2018 → 05/2022
  University Of Colorado Boulder
  Boulder, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-11-22
• S63 Uniform Securities Agent State Law Examination
  2023-02-10