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Andrew Cort Winters

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Salt Lake City, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates, Inc. Salt Lake City UT 08/2002 01/2020
Stone Hill National Insurance Brokerage Salt Lake City UT 08/2002 01/2020
Fidelity Brokerage Services, Llc Salt Lake City UT 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2002 → 01/2020
    Royal Alliance Associates, Inc.
    Salt Lake City, UT
  • 08/2002 → 01/2020
    Stone Hill National Insurance Brokerage
    Salt Lake City, UT
  • 01/2020 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2001-12-07 → 2002-08-14
    Signator Investors, Inc.
    Salt Lake City, UT
Other Businesses

OBA-114440|OrgNmn:Winters Lawn Care|Org Addr:Salt Lake ,Utah,US|OBA Nature:Yard care and Snow removal|Invst Rel:N|Title:None|Duties:Assist sons when they are shorthanded|StrtDt:11-04-24|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-14
S65 Uniform Investment Adviser Law Examination 1999-09-02
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S66 Uniform Combined State Law Examination
    2020-05-14
  • S65 Uniform Investment Adviser Law Examination
    1999-09-02
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Other Names
  • Andrew C Winters
  • Cort Winters
  • A Cort Winters
  • Andrew Cort Winters
  • Andrew Winters

View on SEC IAPD

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