Holly Alger

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-24
CO	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-04-24
CO RA
APPROVED

Since 2025-03-31

Branch Locations

343 S Teller St, Lakewood, CO 80226-7387 • United States

Denver, CO • 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
Fidelity Investments	Lakewood	CO	05/2024	Present
Unemployed	Denver	CO	04/2024	05/2024
Denver Public Schools	Denver	CO	03/2024	04/2024
Denver Public Schools	Denver	CO	08/2023	03/2024
Denver Public Schools	Denver	CO	08/2022	07/2023
Denver Public Schools	Denver	CO	08/2021	07/2022
Denver Public Schools	Denver	CO	01/2021	07/2021
Denver Public Schools	Denver	CO	08/2012	01/2021
Self Employed	Denver	CO	07/2016	09/2020
Fidelity Investments	Boston	MA	03/2025	Present

05/2024 → Present

Fidelity Investments

Lakewood, CO
04/2024 → 05/2024

Unemployed

Denver, CO
03/2024 → 04/2024

Denver Public Schools

Denver, CO
08/2023 → 03/2024

Denver Public Schools

Denver, CO
08/2022 → 07/2023

Denver Public Schools

Denver, CO
08/2021 → 07/2022

Denver Public Schools

Denver, CO
01/2021 → 07/2021

Denver Public Schools

Denver, CO
08/2012 → 01/2021

Denver Public Schools

Denver, CO
07/2016 → 09/2020

Self Employed

Denver, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-08-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Lakewood, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-26

S66 Uniform Combined State Law Examination

2024-07-26

Other Names

Holly Jeanine Morris
Holly Alger
Holly Jeanine Alger

View on SEC IAPD

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Other Investors

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KELLI ANN WALLACE

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Ian Matthew Sallee

Other Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO

EDWARD JONES · LAKEWOOD, CO

ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO

STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO

EDWARD JONES · LAKEWOOD, CO

WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO

CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO

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