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Brenden Ocasio

Strategic Advisers LLC

Greenwood Village, CO

Littleton, 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

Littleton, 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
X-Level Store Pasadena CA 10/2018 05/2020
Unemployed Pasadena CA 05/2020 03/2023
Fidelity Investments Greenwood Village CO 03/2024 Present
Taylor Insurance Group Inc Ca CA 03/2023 03/2024
Blaze Pizza, Llc Pasadena CA 06/2015 11/2017
Occidental College Los Angeles CA 11/2017 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → 05/2020
    X-Level Store
    Pasadena, CA
  • 05/2020 → 03/2023
    Unemployed
    Pasadena, CA
  • 03/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2023 → 03/2024
    Taylor Insurance Group Inc
    Ca, CA
  • 06/2015 → 11/2017
    Blaze Pizza, Llc
    Pasadena, CA
  • 11/2017 → 04/2020
    Occidental College
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, CO
    Greenwood Village, CO
Other Businesses

OBA-108074|OrgNmn:Legible, Inc|Org Addr:Los Angele,California,US|OBA Nature:Non-biased political informati|Invst Rel:N|Title:Partner|Duties:business development |StrtDt:10-01-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-12
  • S66 Uniform Combined State Law Examination
    2024-06-12
Other Names
  • Brenden Ocasio
  • Brenden William Ocasio

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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