Terry Montoya

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

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

Englewood, CO • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Tiaa	Denver	CO	11/2007	12/2022
Tiaa-Cref Individual & Institutional Services, Llc	Denver	CO	11/2007	12/2022
Unemployed	Englewood	CO	12/2022	09/2023
Fidelity Investments	Greenwood Village	CO	09/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2007 → 12/2022

Tiaa

Denver, CO
11/2007 → 12/2022

Tiaa-Cref Individual & Institutional Services, Llc

Denver, CO
12/2022 → 09/2023

Unemployed

Englewood, CO
09/2023 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-02-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-19
S63	Uniform Securities Agent State Law Examination	2006-04-10

S66 Uniform Combined State Law Examination

2024-01-19
S63 Uniform Securities Agent State Law Examination

2006-04-10

Other Names

Terry A Montoya
Terry Allen Montoya
Terry Montoya

View on SEC IAPD

Current Employers

Strategic Advisers Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews