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Bradley Gillies

Strategic Advisers LLC

Salt Lake City, UT

Lindon, 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

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

Lindon, 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
Gillies Enterprises, Llc Lindon UT 10/2021 08/2022
Gillies Enterprises, Llc Lindon UT 10/2021 08/2022
Jolt Software Lehi UT 08/2022 05/2023
Onset Financial, Inc. Draper UT 07/2018 10/2021
B Mpowered, Llc American Fork UT 07/2008 07/2018
Costco Lehi UT 05/2018 07/2018
Precepts, Llc / Barefoot Spa'S / Spa Blowout Chester VA 10/2017 03/2018
Fidelity Investments Salt Lake City UT 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 08/2022
    Gillies Enterprises, Llc
    Lindon, UT
  • 10/2021 → 08/2022
    Gillies Enterprises, Llc
    Lindon, UT
  • 08/2022 → 05/2023
    Jolt Software
    Lehi, UT
  • 07/2018 → 10/2021
    Onset Financial, Inc.
    Draper, UT
  • 07/2008 → 07/2018
    B Mpowered, Llc
    American Fork, UT
  • 05/2018 → 07/2018
    Costco
    Lehi, UT
  • 10/2017 → 03/2018
    Precepts, Llc / Barefoot Spa'S / Spa Blowout
    Chester, VA
  • 08/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
S63 Uniform Securities Agent State Law Examination 2002-10-12
  • S66 Uniform Combined State Law Examination
    2024-01-26
  • S63 Uniform Securities Agent State Law Examination
    2002-10-12
Other Names
  • Bradley Arthur Gillies

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

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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