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Amel Topic

Investment Adviser Representative at Strategic Advisers LLC

Aurora, COCRD #7260482Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Amel Topic is an investment adviser representative with Strategic Advisers LLC in Aurora, CO, where they have been registered since 2025. They have worked in the securities industry since 2020. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 9 (options sales supervisor). They are registered to provide investment advice in Colorado and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Texas
Broker:
4 states and territories

Colorado, Massachusetts, Texas, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/2/2020
Series 7
General Securities Representative Examination
Passed 8/25/2020
SIE
Securities Industry Essentials Examination
Passed 8/19/2020
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 5/13/2021
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 4/17/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strategic Advisers LLCCurrent
8/8/2025 – Aurora, CO
Fidelity Brokerage Services LLCCurrent
8/25/2020 – Aurora, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidelity Investments
    May 2020 – Sep 2026Greenwood Village, CO
  2. Brookdale Senior Living
    Feb 2020 – May 2020Denver, CO
  3. Unemployed
    Aug 2019 – Feb 2020Aurora, CO
  4. Life Care Centers of America
    Feb 2017 – Aug 2019Aurora, CO
  5. Life Care Centers of America
    Jan 2016 – Feb 2017Longmont, CO
  6. Charles Schwab & Co, Inc
    Sep 2026 – no end date reportedLone Tree, CO
  7. Charles Schwab Bank, SSB
    Sep 2026 – no end date reportedLone Tree, CO
  8. Charles Schwab Premier Bank, SSB
    Sep 2026 – no end date reportedLone Tree, CO

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strategic Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17,064
Offices listed on AdvisorFinder:
3
Main office:
Boston, MA
SEC file number:
801-13243

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Strategic Advisers LLC

Showing 12 of 17,064 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amel Topic has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Amel Topic (Strategic Advisers) - Fees & Credentials