Steven A. Myers
STRATEGIC ADVISERS LLC | Financial Consultant
FORT COLLINS, CO 80525-2654
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CRD#: 7073631
Professional summary
Steven Alexander Myers, who also goes by Steven Alexander Myers, Steven Myers, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fort Collins, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Fort Collins, Colorado.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Steven has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Biography
As a Financial Consultant at Fidelity Investments, I assist my clients to build and execute on a financial plan that works towards their goals and objectives. I work with my clients thru utilizing a five-step process that includes learning about my client, analyzing their needs, presenting approaches, implementing the strategies, and partnering with clients to set up a plan to monitor progress.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Alexander Myers | Steven Myers
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.
OBA-114470|OrgNmn:Myers Rentals LLC|Org Addr:Firestone ,Colorado,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Sole Proprietor|Duties:Property Management |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Steven Alexander Myers'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®
NoneEducation
Georgia Southern University
Bachelor of Business Administration - Finance
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654Office #3: 1109 Oak Park Drive Suite 100, Fort Collins, CO 80525RIA
CRD#: 104555
FORT COLLINS, CO
Current
July 6, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3100 S. College Ave. Suite 110, Fort Collins, CO 80525Office #2: 1109 Oak Park Drive Suite 100, Fort Collins, CO 80525BD
CRD#: 7784
FORT COLLINS, CO
Past
July 23, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FORT COLLINS, CO
Past
April 2, 2020 - June 15, 2021
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ATLANTA, GA
Past
March 16, 2020 - June 15, 2021
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ATLANTA, GA
Past
December 4, 2019 - January 22, 2020
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Fort Worth, TX
Past
July 26, 2019 - January 22, 2020
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Fort Worth, TX
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(7/7/2021)
RR
Alaska(7/9/2021)
RR
Arizona(7/16/2021)
RR
Arkansas(7/8/2021)
RR
California(7/7/2021)
RR
Colorado(7/7/2021)
IAR
Colorado(3/31/2025)
RR
Connecticut(7/7/2021)
RR
Delaware(7/8/2021)
RR
District of Columbia(7/7/2021)
RR
Florida(7/7/2021)
RR
Georgia(7/7/2021)
RR
Hawaii(7/7/2021)
RR
Idaho(7/7/2021)
RR
Illinois(7/16/2021)
RR
Indiana(7/7/2021)
RR
Iowa(7/8/2021)
RR
Kansas(7/7/2021)
RR
Kentucky(7/7/2021)
RR
Louisiana(7/7/2021)
RR
Maine(7/7/2021)
RR
Maryland(7/7/2021)
RR
Massachusetts(7/7/2021)
RR
Michigan(7/8/2021)
RR
Minnesota(7/7/2021)
RR
Mississippi(7/7/2021)
RR
Missouri(7/7/2021)
RR
Montana(7/7/2021)
RR
Nebraska(7/8/2021)
RR
Nevada(7/12/2021)
RR
New Hampshire(7/7/2021)
RR
New Jersey(7/7/2021)
RR
New Mexico(7/8/2021)
RR
New York(7/13/2021)
RR
North Carolina(7/7/2021)
RR
North Dakota(7/12/2021)
RR
Ohio(7/7/2021)
RR
Oklahoma(7/7/2021)
RR
Oregon(7/12/2021)
RR
Pennsylvania(7/7/2021)
RR
Puerto Rico(7/9/2021)
RR
Rhode Island(7/12/2021)
RR
South Carolina(7/12/2021)
RR
South Dakota(8/2/2021)
RR
Tennessee(7/8/2021)
RR
Texas(7/7/2021)
IAR
Texas(3/31/2025)
RR
Utah(7/7/2021)
RR
Vermont(7/7/2021)
RR
Virgin Islands(7/12/2021)
RR
Virginia(7/12/2021)
RR
Washington(7/7/2021)
RR
West Virginia(7/20/2021)
RR
Wisconsin(7/7/2021)
RR
Wyoming(7/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2019
General Securities Representative ExaminationGeneral Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Fort Collins, CO 80525-2654TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
