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David Roberson

Strategic Advisers LLC

Greenwood Village, CO

Centennial, 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

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

Centennial, 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
Ifc Auburn CA 07/2022 12/2023
Digital Currency Consulting Grass Valley CA 05/2013 12/2023
Farm Consulting/Handyman Services Auburn CA 03/2017 07/2022
New Moon Cafe Nevada City CA 05/2018 05/2020
Fidelity Investments Greenwood Village CO 05/2024 Present
Unemployed Grass Valley CA 01/2023 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → 12/2023
    Ifc
    Auburn, CA
  • 05/2013 → 12/2023
    Digital Currency Consulting
    Grass Valley, CA
  • 03/2017 → 07/2022
    Farm Consulting/Handyman Services
    Auburn, CA
  • 05/2018 → 05/2020
    New Moon Cafe
    Nevada City, CA
  • 05/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2023 → 04/2024
    Unemployed
    Grass Valley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Greenwood Village, CO
  • 2023-06-20 → 2023-12-03
    Ifc
    Auburn, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-09
S65 Uniform Investment Adviser Law Examination 2023-06-18
  • S63 Uniform Securities Agent State Law Examination
    2023-12-09
  • S65 Uniform Investment Adviser Law Examination
    2023-06-18

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
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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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