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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

Denver, 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 01/2024 Present
Tony P'S Pizza Denver CO 04/2023 12/2023
State Industrial Chemicals Denver CO 08/2022 04/2023
Keller Williams Downtown Realty Denver CO 05/2021 12/2023
Hops And Pie Denver CO 06/2020 05/2021
Amazon Charleston SC 03/2020 03/2020
Agentowned Realty Co Charleston SC 02/2016 05/2020
Dr Horton Charleston SC 10/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 04/2023 → 12/2023
    Tony P'S Pizza
    Denver, CO
  • 08/2022 → 04/2023
    State Industrial Chemicals
    Denver, CO
  • 05/2021 → 12/2023
    Keller Williams Downtown Realty
    Denver, CO
  • 06/2020 → 05/2021
    Hops And Pie
    Denver, CO
  • 03/2020 → 03/2020
    Amazon
    Charleston, SC
  • 02/2016 → 05/2020
    Agentowned Realty Co
    Charleston, SC
  • 10/2018 → 12/2018
    Dr Horton
    Charleston, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Greenwood Village, CO
Other Businesses

OBA-105889|OrgNmn:MyDroneGuy|Org Addr:Denver,Colorado,US|OBA Nature:Drone Photography & Videograph|Invst Rel:N|Title:Owner Operator|Duties:Film and fly if needed|StrtDt:01-01-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-05-01
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-05-01
Other Names
  • Albert Boerman
  • Albert Foster Boerman

View on SEC IAPD

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