Naomi Guzman

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Aurora, 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 No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cheesecake Factory	Denver	CO	04/2016	10/2017
Fidelity Brokerage Services Llc	Greenwood Village	CO	10/2017	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2016 → 10/2017

Cheesecake Factory

Denver, CO
10/2017 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-10-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-12
S63	Uniform Securities Agent State Law Examination	2018-02-16

S66 Uniform Combined State Law Examination

2018-10-12
S63 Uniform Securities Agent State Law Examination

2018-02-16

Other Names

Naomi Clara Jean Lyle
Naomi Lyle

View on SEC IAPD