Edward Jones
45yrs
Top advisor by experience in Littleton
28yrs
Steve Terrell
Financial advisor at Strategic Advisers
Based in Littleton, Colorado, Steve Terrell is a fiduciary financial advisor with 28 years of industry experience. Steve has been with Strategic Advisers since 2025; before that, Steve spent four years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 318 advisors with offices in Littleton, and one of 290 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 5% by experience at Strategic Advisers
OfficeLittleton, CO
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Steve
(617) 563-7000Firm headquarters in Boston, MA. Ask for Steve. Littleton, COOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Steve
Tailored to Steve’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Steve
How do I contact Steve?
Call Strategic Advisers at (617) 563-7000 and ask for Steve Terrell. Steve works from the Littleton, CO office.
How long has Steve been a financial advisor?
Steve has been in the industry since 1999, about 28 years. Top 5% by experience at Strategic Advisers.
What licenses does Steve hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steve a fiduciary?
Steve is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steve paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Steve for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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