Terry Montoya

CRD 5108671 · Strategic Advisers LLC · Englewood, CO

IA RegisteredBroker

Also appears in the source record as: Terry A Montoya; Terry Allen Montoya

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5108671 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (6)

From the source registration record · current first

Strategic Advisers LLCCurrent
Englewood, CO · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Englewood, CO · BD capacity

Jan 22, 2024 → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 5, 2024 → Mar 31, 2025
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Jan 9, 2008 → Dec 12, 2022
Gwfs Equities, Inc.
BD capacity

Aug 23, 2007 → Nov 26, 2007
Columbia Management Distributors, Inc.
BD capacity

Mar 20, 2006 → Jul 27, 2007

Source & corrections

Where this page comes from

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