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Ian Slutzky

Strategic Advisers LLC

Greenwood Village, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-20
TX RA APPROVED_RES 2026-08-19
  • CO RA
    APPROVED
    Since 2026-08-20
  • TX RA
    APPROVED_RES
    Since 2026-08-19

Branch Locations

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

Denver, 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
Florida Financial Advisors Dba Georgia Financial Advisors Atlanta GA 05/2024 02/2026
Greenscapes Shrub And Turf Athens GA 05/2023 04/2024
Georgia Southern University Statesboro GA 08/2019 04/2023
Unemployed Athens GA 08/2013 05/2019
Trinity Wealth Securities, Llc Atlanta GA 08/2024 02/2026
Fidelity Investments Denver CO 04/2026 Present
Unemployed Marietta GA 02/2026 04/2026
  • 05/2024 → 02/2026
    Florida Financial Advisors Dba Georgia Financial Advisors
    Atlanta, GA
  • 05/2023 → 04/2024
    Greenscapes Shrub And Turf
    Athens, GA
  • 08/2019 → 04/2023
    Georgia Southern University
    Statesboro, GA
  • 08/2013 → 05/2019
    Unemployed
    Athens, GA
  • 08/2024 → 02/2026
    Trinity Wealth Securities, Llc
    Atlanta, GA
  • 04/2026 → Present
    Fidelity Investments
    Denver, CO
  • 02/2026 → 04/2026
    Unemployed
    Marietta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-23
S65 Uniform Investment Adviser Law Examination 2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-03-01

View on SEC IAPD

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Other Investors

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Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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