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Allison Ward

Strategic Advisers LLC

Colorado Springs, CO

Colorado Springs, 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 2026-04-09
TX RA APPROVED 2026-02-26
  • CO RA
    APPROVED
    Since 2026-04-09
  • TX RA
    APPROVED
    Since 2026-02-26

Branch Locations

Colorado Springs, CO • United States

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • 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 Winter Garden FL 03/2014 03/2019
Fidelity Investments Altamonte Springs FL 03/2024 Present
Kyo Orlando FL 09/2022 01/2023
Starbucks Winter Garden FL 03/2019 01/2024
Starbucks Winter Garden FL 03/2020 01/2024
Starbucks Winter Garden FL 03/2021 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 03/2019
    Unemployed
    Winter Garden, FL
  • 03/2024 → Present
    Fidelity Investments
    Altamonte Springs, FL
  • 09/2022 → 01/2023
    Kyo
    Orlando, FL
  • 03/2019 → 01/2024
    Starbucks
    Winter Garden, FL
  • 03/2020 → 01/2024
    Starbucks
    Winter Garden, FL
  • 03/2021 → 03/2024
    Starbucks
    Winter Garden, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winter Garden, FL
    Altamonte Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2024-09-04

View on SEC IAPD

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Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

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