Ryan Kelly Spencer

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → 01/2024
  Hapa Sushi Grill And Sake Bar
  Denver, CO
• 01/2024 → Present
  Fidelity Investments
  Denver, CO
• 04/2023 → 08/2023
  Con Safos
  Denver, CO
• 09/2022 → 04/2023
  Blake Street Tavern
  Denver, CO
• 08/2022 → 09/2022
  Cruiser Accessories
  Monument, CO
• 08/2021 → 08/2022
  My Neighbor Felix
  Boulder, CO
• 09/2020 → 05/2021
  Domino'S Pizza
  Boulder, CO
• 01/2020 → 03/2020
  Savory Cuisines Catering
  Boulder, CO
• 06/2021 → 10/2021
  Gloss Wash Llc
  Boulder, CO
• 08/2019 → 12/2022
  University Of Colorado, Boulder
  Boulder, CO
• 08/2018 → 05/2019
  University Of Colorado, Colorado Springs
  Colorado Springs, CO
• 08/2014 → 05/2018
  Discovery Canyon High School
  Colorado Springs, CO
• 03/2017 → 08/2019
  Cruiser Accessories
  Monument, CO
• 11/2016 → 03/2017
  King Soopers
  Colorado Springs, CO
• 10/2013 → 11/2016
  Unemployed
  Colorado Springs, CO
• 08/2019 → 01/2020
  Unemployed
  Boulder, CO
• 03/2020 → 09/2020
  Unemployed
  Boulder, CO
• 05/2021 → 08/2021
  Unemployed
  Boulder, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-05-21
• S63 Uniform Securities Agent State Law Examination
  2024-04-24

Other Names

• Ryan Kelly Spencer
• Ryan Spencer