Lakewood, CO Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,089

Across 1,879 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

Lakewood CO

Advisors at this office

4

Advisors at this office

Matthew G

Series 66

Lakewood, CO

Fidelity

Matthew Godfrey is a Benefits & Planning Consultant within Executive Services. He collaborates with clients to help them utilize their corporate benefits and build customized financial plans aimed at meeting their unique goals. Forming strong relationships with clients and their families is a priority for him, and he focuses on maintaining trust, reliability, and competency in his work. Matthew's professional experience includes serving as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He brings expertise in benefits utilization and personalized financial planning to his role. Outside of his professional responsibilities, Matthew engages in various personal interests such as social events, playing musical instruments, outdoor adventures including surfing and tennis, and volunteering.

General retirement planning Income planning Retirement income strategy

Kyle P

Series 63, Series 66

Lakewood, CO

Fidelity

Kyle Pape is an Executive Planning Consultant at Fidelity Investments, specializing in assisting clients with their employer benefits and personal accounts through comprehensive financial planning. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits Planning Consultant, Relationship Manager in Portfolio Advisory Services, Central Relationship Manager, Investment Solutions Representative, and Financial Representative. Kyle holds a California Insurance License which supports his work in providing financial advice and planning. His approach focuses on building strong client relationships based on reliability, competency, and compassion, emphasizing the importance of financial security as a component of personal wellbeing. Outside of his professional role, Kyle enjoys activities such as board games, cooking and baking, fitness, movies, visiting museums, and traveling.

Exec comp design Liquidity event planning Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Startup equity planning Executive

Kevin H

Series 63, Series 66

Lakewood, CO

Fidelity

Kevin Hough is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand employer benefits and develop plans aimed at achieving their financial goals. He employs a consultative approach tailored to meet clients' preferences and seeks to empower them throughout the planning process, fostering confidence and maintaining strong relationships. Kevin's professional experience spans various roles in the financial services industry, including positions as a Financial Consultant at TIAA from 2018 to 2025, Financial Advisor at Edward Jones in 2017, Group Account Representative at Mutual of America from 2012 to 2016, Internal Sales Consultant at State Farm from 2008 to 2012, and Licensed Account Representative at Steve Tarrant State Farm Agency from 2004 to 2008. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kevin has interests in beach activities, biking, fitness, hiking, music, and parenthood.

Exec comp design Liquidity event planning Executive Parents
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Cristina T

Series 63, Series 66

Lakewood, CO

Fidelity

Cristina Torres Medina is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Balistreri Vineyards and Denver Human Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and for incorporating AI and systematic methodologies in portfolio management.

Charitable giving & philanthropy Active portfolio management
View complete list of advisors at this office
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