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Valory Mier

Strategic Advisers LLC

Greenwood Village, CO

Aurora, CO

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-28
CO RA APPROVED 2026-06-10
  • TX RA
    APPROVED
    Since 2026-07-28
  • CO RA
    APPROVED
    Since 2026-06-10

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Aurora, 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
Cherry Creek Mortgage Co. Greenwood Village CO 01/2013 09/2017
Unemployed Aurora CO 06/2023 08/2023
Unemployed Aurora CO 08/2022 01/2023
Fidelity Investments Greenwood Village CO 08/2023 Present
American Financing Corporation Aurora CO 10/2017 08/2022
Fidelity Brokerage Services Llc Greenwood Village CO 01/2023 05/2023
  • 01/2013 → 09/2017
    Cherry Creek Mortgage Co.
    Greenwood Village, CO
  • 06/2023 → 08/2023
    Unemployed
    Aurora, CO
  • 08/2022 → 01/2023
    Unemployed
    Aurora, CO
  • 08/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 10/2017 → 08/2022
    American Financing Corporation
    Aurora, CO
  • 01/2023 → 05/2023
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-01
  • S66 Uniform Combined State Law Examination
    2026-05-01
Other Names
  • Valory Duarte
  • Valory Mier

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
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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