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Christian Coates

Strategic Advisers LLC

Lakewood, 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

343 S Teller St, Lakewood, CO 80226-7387 • 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
Stonegate Capital Advisors Scottsdale AZ 08/2017 12/2018
Fidelity Investments Santa Monica CA 02/2019 Present
Fidelity Investments Santa Monica CA 05/2017 08/2017
Alliance Residential Company Scottsdale AZ 05/2016 05/2017
Towne Park Valet Phoenix AZ 01/2016 05/2016
Full Time Education Various CA 07/2000 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 12/2018
    Stonegate Capital Advisors
    Scottsdale, AZ
  • 02/2019 → Present
    Fidelity Investments
    Santa Monica, CA
  • 05/2017 → 08/2017
    Fidelity Investments
    Santa Monica, CA
  • 05/2016 → 05/2017
    Alliance Residential Company
    Scottsdale, AZ
  • 01/2016 → 05/2016
    Towne Park Valet
    Phoenix, AZ
  • 07/2000 → 12/2016
    Full Time Education
    Various, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-19
S63 Uniform Securities Agent State Law Examination 2019-07-02
  • S65 Uniform Investment Adviser Law Examination
    2021-05-19
  • S63 Uniform Securities Agent State Law Examination
    2019-07-02
Other Names
  • Christian Jordan Coates
  • Christian Coates

View on SEC IAPD

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DOUGLAS FRANK JOHNSON
ROXANNE LYNN DILLON
KELLI ANN WALLACE
JEFFREY SCOTT LARKIN
SARA LOVETERE KEITH
Ian Matthew Sallee

Other Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO

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