Alyssa Sanchez, financial advisor Greenwood Village CO
89 score

Alyssa Sanchez

CRD Number: 6298984
Current Firm: Strategic Advisers, Inc.

Alyssa Sanchez (CRD# 6298984) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Greenwood Village, CO Jan 2014 - Current 2
Town Of Parker Parker, CO Aug 2013 - Jan 2014 < 1
New Force Magnetics Company Elbert, CO Jun 2009 - Jan 2014 4
Metropolitan State University Of Denver Denver, CO Jan 2007 - Dec 2013 6
Tequila Joes Parker, CO Apr 2011 - Jul 2011 < 1
Kids Nite Out Castle Rock, CO Sep 2009 - Oct 2010 1
Firstbank Castle Rock, CO Aug 2008 - Jun 2009 < 1
Firstbank Castle Rock, CO Oct 2006 - May 2008 1
Guess, Inc. Castle Rock, CO May 2007 - Jun 2007 < 1
Mercedes Benz Of Valencia Valencia, CA Jun 2006 - Oct 2006 < 1
City Of Santa Clarita Santa Clarita, CA Aug 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Alyssa A. Sanchez
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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