FL
Fred Lassar
STRATEGIC ADVISERS LLC
HIGHLANDS RANCH, CO
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CRD#: 2226868
FL
Professional summary
Fred Lassar, who also goes by Fred Baron Lassar, Fred Lassar, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Highlands Ranch, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Fred is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Fred has worked at 11 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fred Baron Lassar | Fred Lassar
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 Fred Lassar'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039RIA
CRD#: 104555
HIGHLANDS RANCH, CO
Current
January 7, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932BD
CRD#: 7784
Greenwood Village, CO
Past
January 19, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past
August 10, 2020 - December 3, 2021
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
HIGHLANDS RANCH, CO
Past
August 10, 2020 - December 3, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
HIGHLANDS RANCH, CO
Past
August 20, 2019 - July 8, 2020
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
Colorado Springs, CO
Past
August 20, 2019 - July 8, 2020
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
Colorado Springs, CO
Past
January 1, 2010 - June 3, 2019
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
ATLANTA, GA
Past
July 8, 2005 - January 1, 2010
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.
RIA
CRD#: 109264
HOUSTON, TX
Past
August 11, 2003 - June 3, 2019
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
HOUSTON, TX
Past
January 10, 2001 - July 9, 2003
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 289
HOUSTON, TX
Past
March 23, 2000 - March 29, 2001
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
December 23, 1992 - July 30, 1998
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
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(1/7/2022)
RR
Alaska(1/7/2022)
RR
Arizona(1/7/2022)
RR
Arkansas(1/7/2022)
RR
California(1/7/2022)
RR
Colorado(1/7/2022)
IAR
Colorado(3/31/2025)
RR
Connecticut(1/7/2022)
RR
Delaware(1/7/2022)
RR
District of Columbia(1/7/2022)
RR
Florida(1/7/2022)
RR
Georgia(1/7/2022)
RR
Hawaii(1/7/2022)
RR
Idaho(1/7/2022)
RR
Illinois(1/7/2022)
RR
Indiana(1/7/2022)
RR
Iowa(1/7/2022)
RR
Kansas(1/7/2022)
RR
Kentucky(1/7/2022)
RR
Louisiana(1/7/2022)
RR
Maine(1/7/2022)
RR
Maryland(1/7/2022)
RR
Massachusetts(1/7/2022)
RR
Michigan(1/7/2022)
RR
Minnesota(1/7/2022)
RR
Mississippi(1/7/2022)
RR
Missouri(1/7/2022)
RR
Montana(1/7/2022)
RR
Nebraska(1/7/2022)
RR
Nevada(1/7/2022)
RR
New Hampshire(1/7/2022)
RR
New Jersey(1/7/2022)
RR
New Mexico(1/7/2022)
RR
New York(1/7/2022)
RR
North Carolina(1/7/2022)
RR
North Dakota(1/7/2022)
RR
Ohio(1/7/2022)
RR
Oklahoma(1/7/2022)
RR
Oregon(1/7/2022)
RR
Pennsylvania(1/7/2022)
RR
Puerto Rico(1/7/2022)
RR
Rhode Island(1/7/2022)
RR
South Carolina(1/7/2022)
RR
South Dakota(1/7/2022)
RR
Tennessee(1/7/2022)
RR
Texas(1/7/2022)
IAR
Texas(3/31/2025)
RR
Utah(1/7/2022)
RR
Vermont(1/7/2022)
RR
Virgin Islands(1/7/2022)
RR
Virginia(1/7/2022)
RR
Washington(1/7/2022)
RR
West Virginia(1/7/2022)
RR
Wisconsin(1/7/2022)
RR
Wyoming(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product 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.
