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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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Centennial, CO • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Greenwood Village CO 04/2017 Present
The Flagstaff House Restaurant Boulder CO 08/2015 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 08/2015 → 04/2017
    The Flagstaff House Restaurant
    Boulder, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
S63 Uniform Securities Agent State Law Examination 2017-08-07
  • S66 Uniform Combined State Law Examination
    2020-01-06
  • S63 Uniform Securities Agent State Law Examination
    2017-08-07
Other Names
  • Will Lyall Karubus
  • William Lyall Karubus

View on SEC IAPD

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