Best Investors Account Sign in

Clifford Winter

Strategic Advisers LLC

Franklin, TN

Franklin, TN

CRD 8307656

Claim This Profile
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
TX RA APPROVED 2026-07-30
TN RA APPROVED 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-30
  • TN RA
    APPROVED
    Since 2026-07-17

Branch Locations

Franklin, TN • United States

4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • 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
Member - Partnership Columbia MO 05/2020 10/2025
County Of Boulder Boulder CO 08/2017 07/2019
City Of Denver Denver CO 05/2017 05/2017
Unemployed Loveland CO 06/2017 07/2017
City Of Lafayette Lafayette CO 11/2015 04/2017
Fidelity Investments Franklin TN 06/2026 Present
Benchmark Realty Llc Franklin TN 01/2025 06/2026
Realty One Group Greeley CO 02/2021 10/2021
Colorado State Univ Fort Collins CO 09/2018 05/2020
  • 05/2020 → 10/2025
    Member - Partnership
    Columbia, MO
  • 08/2017 → 07/2019
    County Of Boulder
    Boulder, CO
  • 05/2017 → 05/2017
    City Of Denver
    Denver, CO
  • 06/2017 → 07/2017
    Unemployed
    Loveland, CO
  • 11/2015 → 04/2017
    City Of Lafayette
    Lafayette, CO
  • 06/2026 → Present
    Fidelity Investments
    Franklin, TN
  • 01/2025 → 06/2026
    Benchmark Realty Llc
    Franklin, TN
  • 02/2021 → 10/2021
    Realty One Group
    Greeley, CO
  • 09/2018 → 05/2020
    Colorado State Univ
    Fort Collins, CO
Other Businesses

OBA-131462|OrgNmn:Benchmark Realty LLC|Org Addr:Franklin,Tennessee,US|OBA Nature:Affiliate Real Estate Broker|Invst Rel:Y|Title:Affiliate Real Estate Broker|Duties:Affiliate Real Estate Broker - no ongoing duties, unless handling a purchase or sale |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-13
  • S66 Uniform Combined State Law Examination
    2026-05-13
Other Names
  • Clifford Winter
  • Cliff Winter
  • Clifford Scott Winter

View on SEC IAPD

More in Franklin, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor