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David Brughelli

Strategic Advisers LLC

Lakewood, 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 2025-07-01
TX RA APPROVED 2025-07-01
  • CO RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Lakewood, 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
J. Kent Staffing Company Denver CO 04/2017 02/2020
American Awning Wheatridge CO 04/2019 08/2021
Saint Thomas Aquinas University Parish Boulder CO 08/2021 05/2022
Kokua Education Denver CO 04/2023 06/2023
Firstbank Holding Company Lakewood CO 05/2022 05/2023
Fidelity Investments Greenwood Village CO 08/2023 Present
Highland Siteworks Llc Golden CO 05/2023 08/2023
Dicks Sporting Goods Lakewood CO 05/2018 07/2018
Bonefish Grill Lakewood CO 04/2018 04/2018
Green Mountain High School Lakewood CO 05/2014 05/2018
University Of Colorado Boulder Boulder CO 08/2018 08/2022
  • 04/2017 → 02/2020
    J. Kent Staffing Company
    Denver, CO
  • 04/2019 → 08/2021
    American Awning
    Wheatridge, CO
  • 08/2021 → 05/2022
    Saint Thomas Aquinas University Parish
    Boulder, CO
  • 04/2023 → 06/2023
    Kokua Education
    Denver, CO
  • 05/2022 → 05/2023
    Firstbank Holding Company
    Lakewood, CO
  • 08/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2023 → 08/2023
    Highland Siteworks Llc
    Golden, CO
  • 05/2018 → 07/2018
    Dicks Sporting Goods
    Lakewood, CO
  • 04/2018 → 04/2018
    Bonefish Grill
    Lakewood, CO
  • 05/2014 → 05/2018
    Green Mountain High School
    Lakewood, CO
  • 08/2018 → 08/2022
    University Of Colorado Boulder
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
S63 Uniform Securities Agent State Law Examination 2023-11-15
  • S66 Uniform Combined State Law Examination
    2025-06-25
  • S63 Uniform Securities Agent State Law Examination
    2023-11-15

View on SEC IAPD

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