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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

Littleton, 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
Fidelity Brokerage Services Llc Greenwood Village CO 05/2020 Present
Holcomb High School Holcomb KS 08/2012 05/2016
Integra Confidential Lakewood CO 11/2017 04/2018
Colorado Christian University Lakewood CO 08/2016 05/2020
Lakewood Recreation Lakewood CO 04/2018 09/2018
Ymca Of South Western Kansas Garden City KS 05/2017 01/2020
Dry Gulch Usa Adair OK 05/2016 08/2016
Colorado Christian University Lakewood CO 08/2019 05/2020
Self Employed Golden CO 02/2019 04/2020
Daylight Donuts Garden City KS 05/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 08/2012 → 05/2016
    Holcomb High School
    Holcomb, KS
  • 11/2017 → 04/2018
    Integra Confidential
    Lakewood, CO
  • 08/2016 → 05/2020
    Colorado Christian University
    Lakewood, CO
  • 04/2018 → 09/2018
    Lakewood Recreation
    Lakewood, CO
  • 05/2017 → 01/2020
    Ymca Of South Western Kansas
    Garden City, KS
  • 05/2016 → 08/2016
    Dry Gulch Usa
    Adair, OK
  • 08/2019 → 05/2020
    Colorado Christian University
    Lakewood, CO
  • 02/2019 → 04/2020
    Self Employed
    Golden, CO
  • 05/2017 → 08/2017
    Daylight Donuts
    Garden City, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2020-10-21
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2020-10-21
Other Names
  • Shae Lynn Wyckoff
  • Shae Lynn Magnuson

View on SEC IAPD

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