Collin H Dufrane
Financial Professional at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Collin H. Dufrane is a financial professional associated with Strategic Advisers LLC in Roanoke, TX, where they have been associated since 2025. They have worked in the securities industry since 2023 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative).
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Chick Fil ANov 2016 – Feb 2017Pleasanton, CA
- DoordashApr 2019 – Dec 2019San Ramon, CA
- Zachary's Chicago PizzaDec 2019 – Jan 2022Pleasanton, CA
- Revel Kitchen and BarJan 2022 – Mar 2022Danville, CA
- Fidelity InvestmentsMar 2022 – Aug 2026Westlake, TX
- UnemployedFeb 2017 – Apr 2019San Ramon, CA
- UnemployedJan 2012 – Nov 2016San Ramon, CA
- Fidelity Brokerage Services LLCSep 2022 – Aug 2026Boston, MA
- Strategic Advisers LLCMar 2025 – Aug 2026Westlake, TX
- Fidelity Personal AND Workplace AdvisorsNov 2024 – Mar 2025Westlake, TX
- TIAAAug 2026 – no end date reportedFrisco, TX
- Tiaa-cref Individual & Institutional Services, LLCAug 2026 – no end date reportedFrisco, TX
Official records & sources
Data as of June 29, 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
Client types the firm serves
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 profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Collin H Dufrane 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.
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