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Irvin Ortiz-Chavez

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
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

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
Fidelity Investments Greenwood Village CO 12/2022 Present
Fidelity Information Services Colorado Springs CO 08/2021 11/2022
T-Rowe Price Colorado Springs CO 02/2021 08/2021
State Farm Colorado Springs CO 07/2020 02/2021
Allstate Insurance Colorado Springs CO 11/2019 07/2020
Hops N Drops Colorado Springs CO 11/2018 11/2019
Ramon'S Painting Colorado Springs CO 10/2019 11/2019
El Super Taco Colorado Springs CO 01/2015 11/2018
Simple Gents Llc Colorado Springs CO 03/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2021 → 11/2022
    Fidelity Information Services
    Colorado Springs, CO
  • 02/2021 → 08/2021
    T-Rowe Price
    Colorado Springs, CO
  • 07/2020 → 02/2021
    State Farm
    Colorado Springs, CO
  • 11/2019 → 07/2020
    Allstate Insurance
    Colorado Springs, CO
  • 11/2018 → 11/2019
    Hops N Drops
    Colorado Springs, CO
  • 10/2019 → 11/2019
    Ramon'S Painting
    Colorado Springs, CO
  • 01/2015 → 11/2018
    El Super Taco
    Colorado Springs, CO
  • 03/2022 → 12/2022
    Simple Gents Llc
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-103385|OrgNmn:Cheluna Brewery|Org Addr:Aurora,Colorado,US|OBA Nature:Brewery|Invst Rel:N|Title:Beertender|Duties:I will just be working in the taproom serving beer and also assist with the brewing process as well|StrtDt:10-21-23|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-14
S63 Uniform Securities Agent State Law Examination 2023-05-09
  • S66 Uniform Combined State Law Examination
    2024-02-14
  • S63 Uniform Securities Agent State Law Examination
    2023-05-09
Other Names
  • Irvin Antonio Ortiz-Chavez
  • Irvin Antonio Ortiz Chavez

View on SEC IAPD

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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
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