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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-05-29
TX RA APPROVED 2025-05-29
  • CO RA
    APPROVED
    Since 2025-05-29
  • TX RA
    APPROVED
    Since 2025-05-29

Branch Locations

Parker, 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
Student Managed Investment Fund Virginia VA 01/2018 05/2019
Fidelity Investments Greenwood Village CO 03/2024 Present
Ecoshield Pest Texas TX 05/2018 05/2020
V3 Electric, Sunpower, Better Earth California CA 10/2022 03/2024
Tw Meeker Connecticut CT 01/2013 01/2018
Aruza Marketing North Carolina NC 05/2020 10/2023
  • 01/2018 → 05/2019
    Student Managed Investment Fund
    Virginia, VA
  • 03/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2018 → 05/2020
    Ecoshield Pest
    Texas, TX
  • 10/2022 → 03/2024
    V3 Electric, Sunpower, Better Earth
    California, CA
  • 01/2013 → 01/2018
    Tw Meeker
    Connecticut, CT
  • 05/2020 → 10/2023
    Aruza Marketing
    North Carolina, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
S63 Uniform Securities Agent State Law Examination 2024-06-21
  • S66 Uniform Combined State Law Examination
    2025-05-28
  • S63 Uniform Securities Agent State Law Examination
    2024-06-21
Other Names
  • Wesley D Meeker
  • Valerie Martinez

View on SEC IAPD

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