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Ochirbat Purevsaikhan

Strategic Advisers LLC

Greenwood Village, CO

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 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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • United States

Denver, CO • 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
Citadel Security Colorado CO 06/2023 09/2023
Uber Denver CO 01/2023 02/2024
Footlocker Inc Lone Tree CO 03/2016 04/2018
T-Mobile Inc Aurora CO 03/2018 11/2022
Farmers Insurance Pamela De La Cruz Agency Denver CO 10/2022 01/2023
Fidelity Investments Greenwood Village CO 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → 09/2023
    Citadel Security
    Colorado, CO
  • 01/2023 → 02/2024
    Uber
    Denver, CO
  • 03/2016 → 04/2018
    Footlocker Inc
    Lone Tree, CO
  • 03/2018 → 11/2022
    T-Mobile Inc
    Aurora, CO
  • 10/2022 → 01/2023
    Farmers Insurance Pamela De La Cruz Agency
    Denver, CO
  • 02/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Aurora, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2024-06-20
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2024-06-20

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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