Jamie Moore

Strategic Advisers LLC

Greenwood Village, CO

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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	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Denver, CO • United States

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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Greenwood Village	CO	12/2017	Present
Instacart	Denver	CO	07/2015	12/2017
Uber	Federal Way	WA	04/2016	09/2016
Lyft	Federal Way	WA	04/2016	09/2016
Fidelity Investments	Boston	MA	03/2025	Present

12/2017 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
07/2015 → 12/2017

Instacart

Denver, CO
04/2016 → 09/2016

Uber

Federal Way, WA
04/2016 → 09/2016

Lyft

Federal Way, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-02-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-06
S63	Uniform Securities Agent State Law Examination	2018-01-24

S66 Uniform Combined State Law Examination

2018-10-06
S63 Uniform Securities Agent State Law Examination

2018-01-24

Other Names

Jamie Michael Moore
Jamie Moore

View on SEC IAPD

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