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Adam Rex Wagner

Strategic Advisers LLC

Greenwood Village, CO

Aurora, 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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Aurora, 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
Wells Fargo Bank, Na Denver CO 11/2014 04/2021
Wells Fargo Clearing Services, Llc Denver CO 02/2018 04/2021
Robinhood Financial, Llc Denver CO 05/2021 11/2022
Robinhood Markets, Inc Denver CO 06/2022 11/2022
United Parcel Service Denver CO 11/2022 01/2023
Fidelity Investments Denver CO 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 04/2021
    Wells Fargo Bank, Na
    Denver, CO
  • 02/2018 → 04/2021
    Wells Fargo Clearing Services, Llc
    Denver, CO
  • 05/2021 → 11/2022
    Robinhood Financial, Llc
    Denver, CO
  • 06/2022 → 11/2022
    Robinhood Markets, Inc
    Denver, CO
  • 11/2022 → 01/2023
    United Parcel Service
    Denver, CO
  • 01/2023 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2021-01-13 → 2021-04-27
    Wells Fargo Clearing Services, Llc
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-13
S63 Uniform Securities Agent State Law Examination 2018-06-08
  • S66 Uniform Combined State Law Examination
    2021-01-13
  • S63 Uniform Securities Agent State Law Examination
    2018-06-08
Other Names
  • Adam Wagner
  • Adam Rex Wagner

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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