Highlands Ranch, CO Office

Team
Updated today
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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

Highlands Ranch CO

Advisors at this office

6

Advisors at this office

Natasha B

Series 63, Series 66

Highlands Ranch, CO

Fidelity

Natasha Brewton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She partners with individuals and families to create, implement, and monitor financial plans tailored to their unique goals, aiming to instill confidence in their financial futures. Her career at Fidelity Investments began in 2017 as a Financial Representative. She has held multiple roles within the company, including Investment Solutions Representative, Relationship Manager, and Investment Consultant, gaining diverse experience in financial planning and investment strategies. Outside of her professional work, Natasha enjoys family activities, horseback riding, outdoor adventures, reading, skiing, and traveling.

Wealth management

Ashley L

Series 66

Highlands Ranch, CO

Fidelity

Ashley Lane is a Financial Consultant at Fidelity Investments, where she has been assisting clients with their financial planning needs since 2019. She utilizes Fidelity's investment platform and technology to support her clients effectively. Prior to joining Fidelity, Ashley worked as a Financial Solutions Advisor at Merrill Lynch from 2008 to 2018. Her professional experience spans over a decade in financial advisory roles. Outside of her professional responsibilities, Ashley enjoys cooking and baking. She also values family activities and parenthood, which are important aspects of her personal life.

General retirement planning Wealth management Parents

Adam C

Series 63, Series 66

Highlands Ranch, CO

Fidelity

Adam Carey is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by supporting associates in maximizing their talents and assisting clients in planning for long-term financial well-being. Adam has been with Fidelity Investments since 2015, progressing through various roles including Director and Senior Manager of Advisory Services, Portfolio Specialist, Client Management Representative, Client Service Associate, Inheritor Services Specialist, and Financial Representative. His broad experience across these positions has equipped him with comprehensive knowledge in client advisory and portfolio management services. Throughout his career, Adam has emphasized empowering teams and delivering strategic financial guidance to meet clients' needs.

Wealth management
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Jayson S

Series 63, Series 66

Highlands Ranch, CO

Fidelity

Jayson Symons is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Northwestern Mutual. Prior to his finance career, he worked at Royal Gorge Rafting & Zip Line Tours and attended Colorado State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Charitable giving & philanthropy Active portfolio management
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Peter H

Series 63, Series 66

Highlands Ranch, CO

Fidelity

Peter Hansen is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliate entities since 2011. Outside of his advisory role, Hansen is a member-manager of TW III LLC, an LLC involved in purchasing and managing long-term rental properties. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to both retail and institutional clients. The firm utilizes a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and provides services including discretionary portfolio management, fund advisory, and consulting.

Charitable giving & philanthropy Active portfolio management

Matthew W

Series 63, Series 65

Highlands Ranch, CO

Fidelity

Matt Williamson is a Vice President and Financial Consultant at Fidelity Investments. In his role, he analyzes individual financial situations and assists clients in developing plans aligned with their goals, objectives, and risk tolerance. He utilizes Fidelity's investment platform and technology to provide these services. Matt has worked at Fidelity Investments since 2020, progressing from Financial Representative and Planning Consultant to Financial Consultant, and currently serves as Vice President, Financial Consultant. Prior to Fidelity, he worked as a Financial Adviser and Consultant at TIAA from 2006 to 2019. Outside of his professional work, Matt's personal interests include biking, family activities, football, outdoor adventures, parenthood, and traveling.

Wealth management Active portfolio management Financial Professional Parents
View complete list of advisors at this office
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