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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-20
TX RA APPROVED_RES 2025-08-20
  • CO RA
    APPROVED
    Since 2025-08-20
  • TX RA
    APPROVED_RES
    Since 2025-08-20

Branch Locations

Aurora, CO • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambly San Fransisco CA 06/2022 09/2022
Fidelity Investments Greenwood Village CO 04/2022 Present
Massage Envy Broomfield CO 02/2022 04/2022
Unemployed Broomfield CO 09/2021 02/2022
Massage Envy Broomfield CO 06/2021 09/2021
Unemployed Broomfield CO 08/2020 06/2021
Hunter Douglas Broomfield CO 08/2019 04/2020
Doordash Longmont CO 04/2018 08/2019
Particle Measuring Systems Boulder CO 10/2017 08/2020
My Favorite Muffin Littleton CO 06/2017 10/2017
Lyft Denver CO 01/2017 07/2018
Lyft Ann Arbor MI 09/2016 01/2017
Unemployed Ypsilanti MI 07/2016 09/2016
  • 06/2022 → 09/2022
    Cambly
    San Fransisco, CA
  • 04/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 02/2022 → 04/2022
    Massage Envy
    Broomfield, CO
  • 09/2021 → 02/2022
    Unemployed
    Broomfield, CO
  • 06/2021 → 09/2021
    Massage Envy
    Broomfield, CO
  • 08/2020 → 06/2021
    Unemployed
    Broomfield, CO
  • 08/2019 → 04/2020
    Hunter Douglas
    Broomfield, CO
  • 04/2018 → 08/2019
    Doordash
    Longmont, CO
  • 10/2017 → 08/2020
    Particle Measuring Systems
    Boulder, CO
  • 06/2017 → 10/2017
    My Favorite Muffin
    Littleton, CO
  • 01/2017 → 07/2018
    Lyft
    Denver, CO
  • 09/2016 → 01/2017
    Lyft
    Ann Arbor, MI
  • 07/2016 → 09/2016
    Unemployed
    Ypsilanti, MI
Other Businesses

OBA-102903|OrgNmn:Lyft|Org Addr:San Franci,California,US|OBA Nature:Rideshare|Invst Rel:N|Title:Independent Contractor|Duties:Driving passengers to their destinations.|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-30
S63 Uniform Securities Agent State Law Examination 2024-01-24
  • S66 Uniform Combined State Law Examination
    2025-07-30
  • S63 Uniform Securities Agent State Law Examination
    2024-01-24
Other Names
  • Kelsey Danielle Lewis
  • Kelsey Lewis

View on SEC IAPD

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