Denzel Paige (CRD# 6673999) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Advisers LLC | Greenwood Village, CO | Nov 2019 - Current | 4 |
| Fidelity Investments Institutional Services Company, Inc. | Smithfield, RI | Jun 2016 - Nov 2019 | 3 |
| Harvard University (alumni Office) | Cambridge, MA | Feb 2014 - May 2016 | 2 |
| Harvard University | Cambridge, MA | Aug 2012 - May 2016 | 3 |
| Fidelity Investment Institutional Service Company, Inc. | Smithfield, RI | Jun 2015 - Aug 2015 | < 1 |
| Harvard University (umrp Office) | Cambridge, MA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CO
- TX
-
Total Assets Under Management824,740MILLIONS
-
Total Number of Accounts1,965,880ACCOUNTS
-
Average Account Value$419,527
- A percentage of assets under your management
- Other
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.