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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-03
TX RA APPROVED 2026-08-03
  • CO RA
    APPROVED
    Since 2026-08-03
  • TX RA
    APPROVED
    Since 2026-08-03

Branch Locations

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States

Thornton, 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
Daniel Westminster CO 07/2020 04/2021
School Thornton CO 12/2015 05/2025
Kathryn Bowers Co CO 04/2025 06/2025
Fernanda Greeley CO 03/2023 05/2023
Defunct Greeley CO 01/2022 04/2022
Fidelity Investments Denver CO 12/2025 Present
Rachel Frederick CO 06/2021 08/2023
Ashley Schoneman Morrison CO 06/2024 11/2025
  • 07/2020 → 04/2021
    Daniel
    Westminster, CO
  • 12/2015 → 05/2025
    School
    Thornton, CO
  • 04/2025 → 06/2025
    Kathryn Bowers
    Co, CO
  • 03/2023 → 05/2023
    Fernanda
    Greeley, CO
  • 01/2022 → 04/2022
    Defunct
    Greeley, CO
  • 12/2025 → Present
    Fidelity Investments
    Denver, CO
  • 06/2021 → 08/2023
    Rachel
    Frederick, CO
  • 06/2024 → 11/2025
    Ashley Schoneman
    Morrison, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-27
  • S66 Uniform Combined State Law Examination
    2026-07-27
Other Names
  • Kiley Haberstroh

View on SEC IAPD

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