DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Colleen R. Pedey

Strategic Advisers LLCnational BDSeattle, Wa dual registrantIAPD 1355249

Certified Financial Planner

Feed of 09/14/2026

Also filed as Colleen Rielle Pedey

At current firm

1 y

since Mar 31, 2025

In the industry

22 y

since Mar 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Mar 31, 2025 · Seattle, Wa
Fidelity Personal And Workplace Advisors former
Aug 7, 2024 to Mar 31, 2025 · Bellevue, Wa
Coldstream Wealth Management independent RIA
Nov 16, 2021 to Jul 23, 2024 · Bellevue, Wa
Schwab Wealth Advisory, Inc. no RAUM
Jan 3, 2012 to Feb 1, 2013 · Portland, Or
Charles Schwab & Co., Inc. national BD
Dec 22, 2009 to Nov 18, 2021 · Lake Oswego, Or

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Coldstream Wealth Management to Fidelity Personal And Workplace Advisors
left Jul 23, 2024, registered Aug 7, 2024 (15 days) · RIA to affiliated broker-dealer or bank
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Nov 18, 2021, registered Jan 3, 2012 (-3607 days) · channel change inside one enterprise, not a move
Schwab Wealth Advisory, Inc. to Coldstream Wealth Management
left Feb 1, 2013, registered Nov 16, 2021 (3210 days) · Other

Signals

Colleen R. Pedey left Coldstream Wealth Management for Fidelity Personal And Workplace Advisors (registered 2024-08-07)
Jul 23, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address