Yash Tiwari

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Englewood, 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

Organization	City	State	From	To
Simplifyance	Scottsdale	AZ	08/2023	03/2024
Power Home Remodeling	Centennial	CO	10/2022	08/2023
Xcite Audiovisuals Llc	Centennial	CO	02/2020	10/2022
Magnolia Audio Video	Lone Tree	CO	08/2015	01/2020
Unemployed	Englewood	CO	03/2024	05/2024
Fidelity Investments	Greenwood Village	CO	05/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2023 → 03/2024

Simplifyance

Scottsdale, AZ
10/2022 → 08/2023

Power Home Remodeling

Centennial, CO
02/2020 → 10/2022

Xcite Audiovisuals Llc

Centennial, CO
08/2015 → 01/2020

Magnolia Audio Video

Lone Tree, CO
03/2024 → 05/2024

Unemployed

Englewood, CO
05/2024 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-10-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Englewood, CO

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-27

S66 Uniform Combined State Law Examination

2024-09-27

View on SEC IAPD

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