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David Eastwood

Strategic Advisers LLC

Salt Lake City, UT

Salem, 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

Salem, 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
Wells Fargo Advisors, Llc Salt Lake City UT 06/2014 11/2016
Wells Fargo Clearing Services, Llc Salt Lake City UT 11/2016 01/2017
E*Trade Securities Llc Sandy UT 01/2017 02/2020
E*Trade Capital Management Llc Sandy UT 01/2017 02/2020
E*Trade Securities Llc Sandy UT 02/2020 11/2022
E*Trade Capital Management Llc Sandy UT 02/2020 11/2022
Fidelity Investments Salt Lake City UT 03/2023 Present
Unemployed Salt Lake City UT 11/2022 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 11/2016
    Wells Fargo Advisors, Llc
    Salt Lake City, UT
  • 11/2016 → 01/2017
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
  • 01/2017 → 02/2020
    E*Trade Securities Llc
    Sandy, UT
  • 01/2017 → 02/2020
    E*Trade Capital Management Llc
    Sandy, UT
  • 02/2020 → 11/2022
    E*Trade Securities Llc
    Sandy, UT
  • 02/2020 → 11/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 03/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2022 → 03/2023
    Unemployed
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2017-02-03 → 2023-04-03
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2014-07-14 → 2017-02-01
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
    Salt Lake City, UT
    Salt Lake City, UT
  • 2007-03-23 → 2013-11-11
    Strategic Advisers Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-10
S63 Uniform Securities Agent State Law Examination 1996-08-07
  • S66 Uniform Combined State Law Examination
    2007-03-10
  • S63 Uniform Securities Agent State Law Examination
    1996-08-07
Other Names
  • David Norman Eastwood

View on SEC IAPD

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TERESA DAHL
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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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