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Andrew T. Wilson

Strategic Advisers LLC

Roy, 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 2025-08-27
UT RA APPROVED 2025-08-27
  • TX RA
    APPROVED
    Since 2025-08-27
  • UT RA
    APPROVED
    Since 2025-08-27

Branch Locations

Roy, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Key Bank Na Ogden UT 05/2008 03/2022
Key Investment Services Llc Ogden UT 05/2008 03/2022
Fidelity Investments Salt Lake City UT 03/2022 Present
  • 05/2008 → 03/2022
    Key Bank Na
    Ogden, UT
  • 05/2008 → 03/2022
    Key Investment Services Llc
    Ogden, UT
  • 03/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
Previous Registrations
  • 2008-05-14 → 2011-05-06
    Key Investment Services Llc
    Meridian, ID
    Ogden, UT
    Denver, CO
    Ogden, UT
    Clearfield, UT
  • 2005-09-22 → 2008-04-30
    Chase Investment Services Corp.
    Bountiful, UT
    Taylorsville, UT
  • 2005-02-01 → 2005-08-02
    Keybanc Capital Markets Inc.
    Salt Lake City, UT
Other Businesses

OBA-67255|OrgNmn:Castle of Chaos|Org Addr:Salt lake ,Utah,US|OBA Nature:Haunted House (Entertainment)|Invst Rel:N|Title:Part owner|Duties:I have been a part owner since 2010|StrtDt:03-24-22|TotHrs/mon:0.1|TrdHrs/mon:0|OBA-67256|OrgNmn:ag Entertainment Enterprises LLC (DBA Great Room Esca|Org Addr:Layton,Utah,US|OBA Nature:Escape room (enterainment)|Invst Rel:N|Title:1 of 2 owners|Duties:I am part owner of this company since 2017|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-13
  • S66 Uniform Combined State Law Examination
    2025-08-13
Other Names
  • Andy Wilson
  • Andrew Thomas Wilson
  • Andrew Wilson

View on SEC IAPD

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