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Ezekiel E. Goldstein

Strategic Advisers LLC

Denver, CO

Denver, 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 2026-04-21
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-04-21
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Denver, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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
Full Time Education Asheville NC 08/2016 10/2018
Outback Steakhouse Asheville NC 11/2018 01/2019
Full Time Education Asheville NC 02/2019 05/2021
Panrad Llc Asheville NC 05/2021 08/2021
Full Time Education Asheville NC 08/2021 05/2022
Sherwin Williams Saint Louis MO 06/2022 08/2022
Fidelity Investments Saint Louis MO 06/2023 Present
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2019 05/2023
Varsity Tutors Chapel Hill NC 08/2020 01/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 10/2018
    Full Time Education
    Asheville, NC
  • 11/2018 → 01/2019
    Outback Steakhouse
    Asheville, NC
  • 02/2019 → 05/2021
    Full Time Education
    Asheville, NC
  • 05/2021 → 08/2021
    Panrad Llc
    Asheville, NC
  • 08/2021 → 05/2022
    Full Time Education
    Asheville, NC
  • 06/2022 → 08/2022
    Sherwin Williams
    Saint Louis, MO
  • 06/2023 → Present
    Fidelity Investments
    Saint Louis, MO
  • 08/2019 → 05/2023
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 08/2020 → 01/2022
    Varsity Tutors
    Chapel Hill, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St. Louis, MO
Other Businesses

OBA-101888|OrgNmn:Opportunity Outdoors|Org Addr:Chapel Hil,North Caro,US|OBA Nature:Provides outreach, conservatio|Invst Rel:Y|Title:Treasurer|Duties:Treasurer |StrtDt:09-01-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2023-10-20
Other Names
  • Zeke Goldstein
  • Ezekiel Goldstein

View on SEC IAPD

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BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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