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Simon Barshay

Strategic Advisers LLC

Englewood, CO

Greenwood Village, 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 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Englewood, 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
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 02/2023 Present
Zynex Medical Englewood CO 10/2021 02/2023
Unemployed Aurora CO 03/2020 10/2021
Cherry Hills Country Club Cherry Hills Village CO 04/2017 12/2017
Cars Inc. Aurora CO 01/2017 05/2018
Grand Canyon University Phoenix AZ 08/2016 05/2017
Air Duct Specialists Inc. Centennial CO 07/2018 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 10/2021 → 02/2023
    Zynex Medical
    Englewood, CO
  • 03/2020 → 10/2021
    Unemployed
    Aurora, CO
  • 04/2017 → 12/2017
    Cherry Hills Country Club
    Cherry Hills Village, CO
  • 01/2017 → 05/2018
    Cars Inc.
    Aurora, CO
  • 08/2016 → 05/2017
    Grand Canyon University
    Phoenix, AZ
  • 07/2018 → 02/2020
    Air Duct Specialists Inc.
    Centennial, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Englewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-12
S63 Uniform Securities Agent State Law Examination 2023-10-03
  • S66 Uniform Combined State Law Examination
    2024-11-12
  • S63 Uniform Securities Agent State Law Examination
    2023-10-03

View on SEC IAPD

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