Elijah Brown, financial advisor Lone Tree CO
88 score

Elijah Brown

CRD Number: 6054759
Current Firm: Strategic Advisers, Inc.

Elijah Brown (CRD# 6054759) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Lone Tree, 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 Lone Tree, CO May 2015 - Current 1
J.p. Morgan Securities LLC Parker, CO Oct 2012 - Apr 2015 2
Jp Morgan Chase Bank Parker, CO Jun 2011 - Apr 2015 3
Chase Investment Services Corp Parker, CO Mar 2012 - Oct 2012 < 1
The Tavern At St Michaels Greeley, CO May 2010 - May 2011 1
Nordy's Bbq And Grill Loveland, CO Jan 2010 - Jul 2010 < 1
University Of Northern Colorado Greeley, CO Aug 2006 - May 2010 3
Unemployed Greeley, CO Nov 2009 - Jan 2010 < 1
Harvest Modern Country Kitchen Greeley, CO Jun 2007 - Nov 2009 2
Tinseltown Usa Colorado Springs, CO Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Elijah J. Brown
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
88
Clean Record
This advisor has a clean track record with regulators.

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