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Jeffery S Rudd

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 7895499

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-09
TX RA APPROVED 2025-09-09
  • CO RA
    APPROVED
    Since 2025-09-09
  • TX RA
    APPROVED
    Since 2025-09-09

Branch Locations

Denver, 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
Unemployed Houston TX 07/2023 09/2023
Unemployed Houston TX 09/2023 03/2024
Stone-Mart And Travertine Group Houston TX 09/2023 09/2023
Gifford Construction Houston TX 02/2022 07/2023
Tacodeli Austin TX 05/2015 04/2017
Tacodeli Houston TX 04/2017 07/2020
Osha, Bergman, Wantanabe, & Burton Houston TX 10/2022 04/2023
Tacodeli Houston TX 07/2020 02/2022
Fidelity Investments Greenwood Village CO 03/2024 Present
J.CRew Denver CO 05/2024 05/2024
  • 07/2023 → 09/2023
    Unemployed
    Houston, TX
  • 09/2023 → 03/2024
    Unemployed
    Houston, TX
  • 09/2023 → 09/2023
    Stone-Mart And Travertine Group
    Houston, TX
  • 02/2022 → 07/2023
    Gifford Construction
    Houston, TX
  • 05/2015 → 04/2017
    Tacodeli
    Austin, TX
  • 04/2017 → 07/2020
    Tacodeli
    Houston, TX
  • 10/2022 → 04/2023
    Osha, Bergman, Wantanabe, & Burton
    Houston, TX
  • 07/2020 → 02/2022
    Tacodeli
    Houston, TX
  • 03/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2024 → 05/2024
    J.CRew
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-07-02
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-07-02
Other Names
  • Jeffery S Rudd
  • Jeffery Rudd

View on SEC IAPD

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