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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-13
TX RA APPROVED 2026-08-13
  • CO RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

Aurora, 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
Tiaa Denver CO 11/2013 07/2025
Unemployed Aurora CO 07/2025 02/2026
Self-Employed Aurora CO 02/2026 04/2026
The Home Depot Aurora CO 04/2026 04/2026
Fidelity Investments Greenwood Village CO 04/2026 Present
  • 11/2013 → 07/2025
    Tiaa
    Denver, CO
  • 07/2025 → 02/2026
    Unemployed
    Aurora, CO
  • 02/2026 → 04/2026
    Self-Employed
    Aurora, CO
  • 04/2026 → 04/2026
    The Home Depot
    Aurora, CO
  • 04/2026 → Present
    Fidelity Investments
    Greenwood Village, CO
Other Businesses

OBA-129311|OrgNmn:Self-Employed|Org Addr:Aurora,Colorado,US|OBA Nature:Food delivery services via app|Invst Rel:N|Title:Independent Contractor|Duties:Contracted Delivery Driver for Doordash according to your own available schedule.|StrtDt:02-13-26|TotHrs/mon:10|TrdHrs/mon:0|OBA-129316|OrgNmn:Self-Employed (Rental Property Owner)|Org Addr:Aurora,Colorado,US|OBA Nature:Co-owner of two residential re|Invst Rel:Y|Title:Co-owner/Landlord|Duties:Spouse is primarily responsible for day-to-day management, including tenant relations and leasing. I provide occasional assistance with mainte|StrtDt:07-25-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-27
S63 Uniform Securities Agent State Law Examination 2012-11-21
  • S66 Uniform Combined State Law Examination
    2026-05-27
  • S63 Uniform Securities Agent State Law Examination
    2012-11-21
Other Names
  • Dennis Roy Kyung
  • Dennis Kyung

View on SEC IAPD

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