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Albert Lewis Wolfram Ii

Strategic Advisers LLC

Greenwood Village, CO

Denver, 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

Denver, 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 10/2022 Present
Hca Presbyterian St. Luke's Medical Center Denver CO 11/2020 10/2022
Scl Health St Joeph Hospital Denver CO 08/2015 11/2020
Integrity 1St Insurance Littleton CO 01/2014 10/2016
Redbubble San Francisco CA 05/2022 10/2022
Singlecare Boston MA 09/2020 10/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → Present
    Fidelity Investments
    Denver, CO
  • 11/2020 → 10/2022
    Hca Presbyterian St. Luke's Medical Center
    Denver, CO
  • 08/2015 → 11/2020
    Scl Health St Joeph Hospital
    Denver, CO
  • 01/2014 → 10/2016
    Integrity 1St Insurance
    Littleton, CO
  • 05/2022 → 10/2022
    Redbubble
    San Francisco, CA
  • 09/2020 → 10/2022
    Singlecare
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-93396|OrgNmn:Redbubble|Org Addr:San Franci,California,US|OBA Nature:Presonal Art on personal produ|Invst Rel:N|Title:artist|Duties:none|StrtDt:10-28-22|TotHrs/mon:1|TrdHrs/mon:0|OBA-93272|OrgNmn:SingleCare|Org Addr:Boston,Massachuse,US|OBA Nature:SingleCare Independent Advocat|Invst Rel:N|Title:Independent Advocate|Duties:1099 work, visting doctor offices to drop off perscription saving cards|StrtDt:10-26-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-29
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2024-04-29
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • Albert Lewis Wolfram
  • Albert Wolfram

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
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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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