Best Investors Account Sign in

Mary A Wright

Strategic Advisers LLC

Fort Collins, CO

Johnstown, CO

Claim This Profile
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

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States

Johnstown, 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
Wright Fitness Centennial CO 05/2017 02/2018
24 Hour Fitness Highlands Ranch CO 11/2016 07/2017
24 Hour Fitness Littleton CO 11/2015 11/2016
Luigi's Italian Restuarnt Centennial CO 04/2016 11/2016
Fidelity Brokerage Services Llc Greenwood Village CO 02/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 02/2018
    Wright Fitness
    Centennial, CO
  • 11/2016 → 07/2017
    24 Hour Fitness
    Highlands Ranch, CO
  • 11/2015 → 11/2016
    24 Hour Fitness
    Littleton, CO
  • 04/2016 → 11/2016
    Luigi's Italian Restuarnt
    Centennial, CO
  • 02/2018 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Colorado Springs, CO
Other Businesses

OBA-9532|OrgNmn:Cathexis Talent|Org Addr:Denver,Colorado,US|OBA Nature:Modeling|Invst Rel:N|Title:Fashion Model, Promotional Model,|Duties:Model, Acting, and volunteering as well as mentoring|StrtDt:04-25-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-10
S63 Uniform Securities Agent State Law Examination 2018-07-20
  • S66 Uniform Combined State Law Examination
    2021-11-10
  • S63 Uniform Securities Agent State Law Examination
    2018-07-20
Other Names
  • Mary Ann Wright
  • Mary Wright

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
GRADIENT ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
KYLE S. SCOTT FINANCIAL PLANNING, INC.
J.P. MORGAN SECURITIES LLC

Other Investors

RALPH TALBERT SHINN
Karl W Harman
John Michael Booton
LAURENCE ARNOLD BOWERS
LISA MARIE LYNN
MORGAN WELLS GRAY
MICHAEL WARREN GRAY
Joel M Maly

Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
EDWARD JONES · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

More in Fort Collins, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor