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Adam Cerny

Strategic Advisers LLC

Denver, CO

Broomfield, CO

Greenwood Village, CO

CRD 7925885

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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
TX RA APPROVED 2025-05-30
CO RA APPROVED 2025-05-14
  • TX RA
    APPROVED
    Since 2025-05-30
  • CO RA
    APPROVED
    Since 2025-05-14

Branch Locations

Denver, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Fidelity Investments Broomfield CO 02/2025 Present
Unemployed Fort Collins CO 08/2024 02/2025
Raymond James - The Lat Group Downers Grove IL 06/2024 08/2024
Menutrinfo Fort Collins CO 10/2022 08/2024
Yumyum Social Club Fort Collins CO 07/2022 10/2022
Unemployed Fort Collins CO 08/2021 06/2022
Sweetgreen Boulder CO 06/2021 07/2021
Unemployed Boulder CO 07/2019 05/2021
The Radcliff Wood Dale IL 01/2019 06/2019
Unemployed West Dundee IL 08/2017 12/2018
Ultimo Motors East Westmont IL 06/2017 07/2017
Unemployed Hinsdale IL 01/2014 05/2017
  • 02/2025 → Present
    Fidelity Investments
    Broomfield, CO
  • 08/2024 → 02/2025
    Unemployed
    Fort Collins, CO
  • 06/2024 → 08/2024
    Raymond James - The Lat Group
    Downers Grove, IL
  • 10/2022 → 08/2024
    Menutrinfo
    Fort Collins, CO
  • 07/2022 → 10/2022
    Yumyum Social Club
    Fort Collins, CO
  • 08/2021 → 06/2022
    Unemployed
    Fort Collins, CO
  • 06/2021 → 07/2021
    Sweetgreen
    Boulder, CO
  • 07/2019 → 05/2021
    Unemployed
    Boulder, CO
  • 01/2019 → 06/2019
    The Radcliff
    Wood Dale, IL
  • 08/2017 → 12/2018
    Unemployed
    West Dundee, IL
  • 06/2017 → 07/2017
    Ultimo Motors East
    Westmont, IL
  • 01/2014 → 05/2017
    Unemployed
    Hinsdale, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-29
  • S66 Uniform Combined State Law Examination
    2025-04-29

View on SEC IAPD

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