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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-18
TX RA APPROVED 2026-08-18
  • CO RA
    APPROVED
    Since 2026-08-18
  • TX RA
    APPROVED
    Since 2026-08-18

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
Mcdonalds Huntington Station NY 08/2017 10/2020
Avient Centennial CO 10/2020 05/2024
Fidelity Investments Greenwood Village CO 06/2025 Present
Richey May & Co Centennial CO 06/2023 04/2025
Unemployed Aurora CO 05/2025 06/2025
Student Elwood NY 06/2015 08/2017
  • 08/2017 → 10/2020
    Mcdonalds
    Huntington Station, NY
  • 10/2020 → 05/2024
    Avient
    Centennial, CO
  • 06/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2023 → 04/2025
    Richey May & Co
    Centennial, CO
  • 05/2025 → 06/2025
    Unemployed
    Aurora, CO
  • 06/2015 → 08/2017
    Student
    Elwood, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-17
S63 Uniform Securities Agent State Law Examination 2025-07-31
  • S66 Uniform Combined State Law Examination
    2026-08-17
  • S63 Uniform Securities Agent State Law Examination
    2025-07-31

View on SEC IAPD

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