Cullen Mccuaig White

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

Parker, CO • United States

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

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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	06/2019	Present
Edward Jones Investments	Glenwood Springs	CO	12/2017	06/2019
Whole Foods Market	Basalt	CO	08/2017	11/2017
Aarp	Tallahassee	FL	01/2015	06/2017
Fidelity Investments	Boston	MA	03/2025	Present

06/2019 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
12/2017 → 06/2019

Edward Jones Investments

Glenwood Springs, CO
08/2017 → 11/2017

Whole Foods Market

Basalt, CO
01/2015 → 06/2017

Aarp

Tallahassee, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-02-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-24

S66 Uniform Combined State Law Examination

2019-09-24

View on SEC IAPD

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