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Bart P Reese

Strategic Advisers LLC

Salt Lake City, UT

Centerville, 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_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Centerville, UT • 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
Diversified Investment Advisors Centerville UT 08/2010 01/2017
Diversified Investors Securities Corp. Centerville UT 08/2010 12/2016
Unemployed Centerville UT 02/2017 04/2017
American United Life Layton UT 04/2017 07/2018
Oneamerica Securities Layton UT 06/2017 07/2018
Fidelity Brokerage Services Llc Salt Lake City UT 08/2018 Present
Creative Colore / Ferrari Color Salt Lake City UT 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → 01/2017
    Diversified Investment Advisors
    Centerville, UT
  • 08/2010 → 12/2016
    Diversified Investors Securities Corp.
    Centerville, UT
  • 02/2017 → 04/2017
    Unemployed
    Centerville, UT
  • 04/2017 → 07/2018
    American United Life
    Layton, UT
  • 06/2017 → 07/2018
    Oneamerica Securities
    Layton, UT
  • 08/2018 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 06/2018 → 08/2018
    Creative Colore / Ferrari Color
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-19
S63 Uniform Securities Agent State Law Examination 1999-12-02
  • S65 Uniform Investment Adviser Law Examination
    2014-11-19
  • S63 Uniform Securities Agent State Law Examination
    1999-12-02
Other Names
  • Barton Hansen Lawes
  • Bart P. Reese
  • Bart Pehrson Reese
  • Bart Reese

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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