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Trevor Carruth

Strategic Advisers LLC

Greenwood Village, CO

Englewood, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Englewood, 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
Fidelity Brokerage Services Llc Westlake TX 01/2017 05/2022
Aab Insurance Group Frisco TX 07/2016 09/2016
Mark Jameson Insurance Agency Southlake TX 09/2016 12/2016
Beer Garden Llc Denver CO 05/2022 11/2022
Powdr Corp Copper Mountain CO 11/2022 05/2023
Fidelity Investments Denver CO 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 05/2022
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2016 → 09/2016
    Aab Insurance Group
    Frisco, TX
  • 09/2016 → 12/2016
    Mark Jameson Insurance Agency
    Southlake, TX
  • 05/2022 → 11/2022
    Beer Garden Llc
    Denver, CO
  • 11/2022 → 05/2023
    Powdr Corp
    Copper Mountain, CO
  • 05/2023 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2019-03-11 → 2022-05-22
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-14
S63 Uniform Securities Agent State Law Examination 2017-02-24
  • S66 Uniform Combined State Law Examination
    2019-02-14
  • S63 Uniform Securities Agent State Law Examination
    2017-02-24
Other Names
  • Trevor Paul Carruth
  • Trevor Carruth

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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