Bryan Applequist, financial advisor Greenwood Village CO

Bryan Applequist

CRD Number: 4710259
Current Firm: Strategic Advisers LLC

Bryan Applequist (CRD# 4710259) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Strategic Advisers LLC Greenwood Village, CO Mar 2019 - Current 2
Baztec Capital Edina, MN Dec 2016 - Dec 2018 2
Unemployment Edina, MN Sep 2016 - Nov 2016 < 1
Cornerstone Capital Management Edina, MN Jan 2014 - Aug 2016 2
Platte River Capital Denver, CO May 2011 - Dec 2013 2

Bryan Applequist has no recent exams reported.
Contact Info for Bryan C. Applequist
Phone Number: 617-563-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    568,282
    MILLIONS
  • Total Number of Accounts
    1,190,593
    ACCOUNTS
  • Average Account Value
    $477,310
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • 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, WY

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