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Joshua Timothy Kistler

Strategic Advisers LLC

Greenwood Village, CO

Lone Tree, 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

Lone Tree, 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
Massachusetts Mutual Life Insurance Company Springfield MA 06/2017 01/2019
Mml Investors Services, Llc Greenwood Village CO 06/2017 01/2019
The Colorado Statesman Denver CO 03/2015 05/2017
Advancing Colorado Llc Denver CO 08/2014 12/2016
Fidelity Brokerage Services, Llc Greenwood Village CO 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 01/2019
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 06/2017 → 01/2019
    Mml Investors Services, Llc
    Greenwood Village, CO
  • 03/2015 → 05/2017
    The Colorado Statesman
    Denver, CO
  • 08/2014 → 12/2016
    Advancing Colorado Llc
    Denver, CO
  • 03/2019 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2018-01-26 → 2019-01-17
    Mml Investors Services, Llc
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-22
  • S66 Uniform Combined State Law Examination
    2017-12-22
Other Names
  • Joshua Kistler
  • Josh Kistler

View on SEC IAPD

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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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