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Colleen R. Pedey

Strategic Advisers LLC

Seattle, WA

Bellevue, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Seattle, WA • United States

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • 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
Charles Schwab & Co., Inc. Portland OR 03/2004 10/2021
Charles Schwab Bank Portland OR 01/2013 09/2017
Coldstream Wealth Management Mercer Island WA 10/2021 06/2024
Fidelity Investments Bellevue WA 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2004 → 10/2021
    Charles Schwab & Co., Inc.
    Portland, OR
  • 01/2013 → 09/2017
    Charles Schwab Bank
    Portland, OR
  • 10/2021 → 06/2024
    Coldstream Wealth Management
    Mercer Island, WA
  • 07/2024 → Present
    Fidelity Investments
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-17
S63 Uniform Securities Agent State Law Examination 2004-12-08
  • S66 Uniform Combined State Law Examination
    2009-12-17
  • S63 Uniform Securities Agent State Law Examination
    2004-12-08
Designations
Other Names
  • Colleen Rielle Pedey
  • Colleen Rielle Gordon
  • Colleen Rielle Gordon
  • Colleen Rielle Kelley
  • Colleen Pedey

View on SEC IAPD

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