Colleen Tran, financial advisor Fort Worth TX
93 score

Colleen Tran

CRD Number: 5484441
Current Firm: Strategic Advisers, Inc.

Colleen Tran (CRD# 5484441) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Fort Worth, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Fort Worth, TX Sep 2014 - Current 2
Unemployed Bedford, TX Mar 2013 - Sep 2014 1
Fidelity Investments Westlake, TX Jan 2008 - Mar 2013 5
Aaa Texas Irving, TX Jun 2007 - Jan 2008 < 1
Sterling Life Insurance Company Arlington, TX Nov 2006 - Mar 2007 < 1
Unemployed Dallas, TX Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Colleen T. Tran
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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