Colorado Springs, CO Office

Team
Updated today
Fidelity logo

Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,021

Across 1,875 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.

The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.

Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.

Based on Fidelity

Expertise

Charitable giving & philanthropy Active portfolio management

Based on Fidelity

Location

Colorado Springs CO

Advisors at this office

7

Advisors at this office

Valentino R

Series 63, Series 66

Colorado Springs, CO

Fidelity

Valentino Ramos is a Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals focused on providing clients with generational financial planning experiences. Ramos has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Ramos worked at T. Rowe Price from 2006 to 2014, serving as a Service Associate and later as a Senior Representative. His extensive experience spans client relationship management and financial planning within the investment industry. Outside of his professional duties, Ramos enjoys bowling, fishing, golf, and music.

Wealth management Financial Professional

Matthew H

Series 65, Series 63

Colorado Springs, CO

Fidelity

Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management

Steven R

Series 63, Series 66

Colorado Springs, CO

Fidelity

Steven Rodny is a Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he helps generations of families create comprehensive, personalized wealth strategies focused on growth, preservation, and transfer of wealth. Steven has been with Fidelity Investments since 1998, initially serving as Vice President Financial Consultant until 2014, when he became Vice President Private Wealth Management Advisor. His experience spans over two decades in wealth management and financial consulting. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Wealth management Multi-generational wealth transfer General estate planning guidance

Weston N

CFP®, Series 63, Series 66

Colorado Springs, CO

Fidelity

Kyle Nielsen is Vice President and Branch Leader at Fidelity Investments. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and to provide a world class client experience. Kyle has been with Fidelity Investments since 2012 and has held a variety of positions, including Vice President, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; Retirement Relationship Manager; Retirement Solutions Representative; Investment Solutions Representative; Premium Relationship Associate; and Full Trader. Outside of his professional responsibilities, Kyle has interests in golf, playing musical instruments, outdoor adventures, parenthood, and skiing.

Wealth management General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Financial Professional Parents
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Aaron S

CFP®, Series 63, Series 66

Colorado Springs, CO

Fidelity

Aaron Salcido is a CFP® with nine years of industry experience, currently affiliated with Fidelity Investments. He has worked at several firms including T. Rowe Price and Primerica Financial Services. Outside of financial advising, he owns and operates a food truck on weekends and some evenings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a systematic investment process that combines fundamental research and quantitative analysis, including the use of algorithmic portfolio construction and AI-based methods.

Charitable giving & philanthropy Active portfolio management

Michael L

Series 66

Colorado Springs, CO

Fidelity

Michael Lamb currently serves as Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he supports clients by developing personalized financial strategies that align with their goals and values. He holds the Certified Financial Planner™ designation and is committed to educating and empowering families in their financial decision-making. Michael has extensive experience within Fidelity Investments, having held several positions since 2015, including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; and Workplace Planning Consultant III. Prior to joining Fidelity, he worked as a Financial Representative at TD Ameritrade from 2014 to 2015. Outside of his professional career, Michael enjoys camping, family activities, fitness, golf, hiking, and traveling.

Wealth management General retirement planning Retirement income strategy Income planning Cash flow / budgeting

Anthony J

Series 66

Colorado Springs, CO

Fidelity

Tony Jones is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a position he has held since 2025. He holds several industry certifications, including the Securities Industry Essentials (SIE) certification, Series 7, Series 66, and supervisory Series 9 and Series 10 licenses. Tony focuses on retirement planning and works closely with executives to develop comprehensive financial plans that align with their long-term goals and specific risk tolerance. His career at Fidelity Investments includes roles such as Help Desk for Workplace Planning and Advice (2024-2025), Workplace Planning Consultant I (2022-2023), Workplace Planning Associate (2022), and Mortgage Loan Processor (2020-2022). Prior to Fidelity, Tony worked as a Life Insurance Producer at Senior Solutions (2016-2018) and American Income Life (2012-2014). Outside of his professional work, Tony enjoys attending concerts, participating in family activities, playing musical instruments, riding motorcycles, watching movies, and engaging in outdoor adventures.

General retirement planning Retirement income strategy Income planning Life insurance needs analysis Executive
View complete list of advisors at this office
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