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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

Denver, 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
Cru - Campus Crusade For Christ Fort Collins CO 06/2017 07/2017
Vector Marketing Corp Colorado Springs CO 09/2017 08/2019
Full-Time Student Colorado Springs CO 01/2012 12/2018
Pikes Peak United Way Colorado Springs CO 10/2017 12/2017
Letourneau University Longview TX 08/2018 11/2018
Westin Westminster Westminster CO 07/2019 11/2019
Huhot Mongolian Restaurant Arvada CO 08/2019 08/2019
Connect Wireless/Prime Communications Denver CO 11/2019 06/2021
Laz Parking Denver CO 10/2019 10/2019
Amazon Denver CO 05/2020 05/2020
Up Shirt Creek South Lake Tahoe CA 06/2021 08/2021
Olive Garden Restaurants Westminster CO 08/2021 10/2022
Enjoy Technology Inc Denver CO 10/2021 03/2022
Trinet Denver CO 03/2022 10/2022
Vertafore Denver CO 06/2022 07/2022
Bill.cOm Denver CO 07/2022 10/2022
Fidelity Investments Greenwood Village CO 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 07/2017
    Cru - Campus Crusade For Christ
    Fort Collins, CO
  • 09/2017 → 08/2019
    Vector Marketing Corp
    Colorado Springs, CO
  • 01/2012 → 12/2018
    Full-Time Student
    Colorado Springs, CO
  • 10/2017 → 12/2017
    Pikes Peak United Way
    Colorado Springs, CO
  • 08/2018 → 11/2018
    Letourneau University
    Longview, TX
  • 07/2019 → 11/2019
    Westin Westminster
    Westminster, CO
  • 08/2019 → 08/2019
    Huhot Mongolian Restaurant
    Arvada, CO
  • 11/2019 → 06/2021
    Connect Wireless/Prime Communications
    Denver, CO
  • 10/2019 → 10/2019
    Laz Parking
    Denver, CO
  • 05/2020 → 05/2020
    Amazon
    Denver, CO
  • 06/2021 → 08/2021
    Up Shirt Creek
    South Lake Tahoe, CA
  • 08/2021 → 10/2022
    Olive Garden Restaurants
    Westminster, CO
  • 10/2021 → 03/2022
    Enjoy Technology Inc
    Denver, CO
  • 03/2022 → 10/2022
    Trinet
    Denver, CO
  • 06/2022 → 07/2022
    Vertafore
    Denver, CO
  • 07/2022 → 10/2022
    Bill.cOm
    Denver, CO
  • 10/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-93206|OrgNmn:Olive Garden Italian Restaurant|Org Addr:Aurora,Colorado,US|OBA Nature:A Restaurant|Invst Rel:N|Title:Employee|Duties:I wait tables on weekends at Olive Garden.|StrtDt:08-23-21|TotHrs/mon:45|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-05
  • S66 Uniform Combined State Law Examination
    2023-04-05
Other Names
  • Colson John Skur
  • Colson Skur

View on SEC IAPD

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