LT
Lynette S. Twedt
STRATEGIC ADVISERS LLC
DENVER, CO
Some features on this profile are disabled
CRD#: 1863052
LT
Professional summary
Lynette S. Twedt, CFP®, who also goes by Lynette Marie Sasso, Lynette Sasso Twedt, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Denver, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Tucson, Arizona.
Lynette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Lynette has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lynette Marie Sasso | Lynette Sasso Twedt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lynette S. Twedt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DENVER, CO
Current
September 2, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3001 E. Skyline Drive Suite 255, Tucson, AZ 85718BD
CRD#: 7784
Tucson, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TUCSON, AZ
Past
January 6, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DENVER, CO
Past
August 16, 2010 - May 1, 2013
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
DENVER, CO
Past
August 16, 2010 - May 1, 2013
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
DENVER, CO
Past
August 24, 2009 - March 16, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
BOULDER, CO
Past
August 6, 2009 - March 16, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOULDER, CO
Past
June 21, 2002 - June 19, 2008
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.
RIA
CRD#: 109264
HOUSTON, TX
Past
July 24, 1991 - June 19, 2008
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
HOUSTON, TX
Past
October 17, 1989 - January 4, 1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
October 19, 1988 - October 4, 1989
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/2/2014)
RR
Alaska(9/2/2014)
RR
Arizona(9/2/2014)
RR
Arkansas(9/2/2014)
RR
California(9/2/2014)
RR
Colorado(9/2/2014)
IAR
Colorado(3/31/2025)
RR
Connecticut(9/2/2014)
RR
Delaware(9/2/2014)
RR
District of Columbia(9/2/2014)
RR
Florida(9/2/2014)
RR
Georgia(9/2/2014)
RR
Hawaii(9/2/2014)
RR
Idaho(9/2/2014)
RR
Illinois(9/2/2014)
RR
Indiana(9/2/2014)
RR
Iowa(9/2/2014)
RR
Kansas(9/2/2014)
RR
Kentucky(9/2/2014)
RR
Louisiana(9/2/2014)
RR
Maine(9/2/2014)
RR
Maryland(9/2/2014)
RR
Massachusetts(9/2/2014)
RR
Michigan(9/2/2014)
RR
Minnesota(9/2/2014)
RR
Mississippi(9/2/2014)
RR
Missouri(9/2/2014)
RR
Montana(9/2/2014)
RR
Nebraska(9/2/2014)
RR
Nevada(9/2/2014)
RR
New Hampshire(9/2/2014)
RR
New Jersey(9/2/2014)
RR
New Mexico(9/2/2014)
RR
New York(9/2/2014)
RR
North Carolina(9/2/2014)
RR
North Dakota(9/2/2014)
RR
Ohio(9/3/2014)
RR
Oklahoma(9/2/2014)
RR
Oregon(9/2/2014)
RR
Pennsylvania(9/2/2014)
RR
Rhode Island(9/2/2014)
RR
South Carolina(9/2/2014)
RR
South Dakota(9/2/2014)
RR
Tennessee(1/4/2019)
RR
Texas(9/2/2014)
IAR
Texas(3/31/2025)
RR
Utah(9/2/2014)
IAR
Utah(3/31/2025)
RR
Vermont(9/2/2014)
RR
Virginia(9/2/2014)
RR
Washington(9/2/2014)
RR
West Virginia(9/2/2014)
RR
Wisconsin(9/2/2014)
RR
Wyoming(9/2/2014)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
