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Kellen Charlton Self

Strategic Advisers LLC

Fraser, 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 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

Fraser, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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
University Of Colorado Boulder CO 07/2016 05/2017
Northstar Securities Greenwood Village CO 06/2017 08/2017
Mass Mutual Life Insurance Company Denver CO 05/2018 11/2019
Mml Investors Services Denver CO 06/2018 11/2019
University Of Colorado Boulder CO 08/2017 05/2020
Fraser Valley Distillery Fraser CO 06/2019 05/2020
Fidelity Investments Greenwood Village CO 06/2020 Present
Boulder Indoor Soccer Boulder CO 08/2016 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 05/2017
    University Of Colorado
    Boulder, CO
  • 06/2017 → 08/2017
    Northstar Securities
    Greenwood Village, CO
  • 05/2018 → 11/2019
    Mass Mutual Life Insurance Company
    Denver, CO
  • 06/2018 → 11/2019
    Mml Investors Services
    Denver, CO
  • 08/2017 → 05/2020
    University Of Colorado
    Boulder, CO
  • 06/2019 → 05/2020
    Fraser Valley Distillery
    Fraser, CO
  • 06/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2016 → 11/2019
    Boulder Indoor Soccer
    Boulder, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2019-05-21 → 2019-11-22
    Mml Investors Services, Llc
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-18
  • S66 Uniform Combined State Law Examination
    2019-04-18
Other Names
  • Kellen Charlton Self
  • Kellen C Self

View on SEC IAPD

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