Sawyer Halstead

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

• 08/2020 → 10/2020
  Nexgen Construction
  Colorado, CO
• 07/2017 → 08/2017
  The Merchant Club Of America
  Texas, TX
• 02/2021 → 01/2022
  Bok Financial
  Colorado, CO
• 08/2017 → 12/2017
  Mountain Star Salon Services
  Co, CO
• 02/2016 → 07/2017
  Nusenda Credit Union
  New Mexico, NM
• 02/2018 → 01/2020
  Rocky Mountain Snow Guards
  Colorado, CO
• 01/2020 → 08/2020
  Unemployed
  Denver, CO
• 09/2023 → 12/2023
  Broken Tee Golf Course
  Colorado, CO
• 01/2023 → 09/2023
  Unemployed/College
  Denver, CO
• 01/2022 → 01/2023
  Accruit, Llc
  Colorado, CO
• 12/2017 → 02/2018
  Unemployed
  Albuquerque, NM
• 01/2024 → Present
  Fidelity Investments
  Salt Lake City, UT
• 10/2020 → 02/2021
  Unemployed
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-05-16