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Damon Charles Glenn

Strategic Advisers LLC

Woods Cross, 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

Woods Cross, 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
Fidelity Investments Salt Lake City UT 06/1999 10/2016
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 04/2021
E*Trade Capital Management Llc Sandy UT 02/2020 04/2021
Fidelity Investments Salt Lake City UT 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1999 → 10/2016
    Fidelity Investments
    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 → 04/2021
    E*Trade Securities Llc
    Sandy, UT
  • 02/2020 → 04/2021
    E*Trade Capital Management Llc
    Sandy, UT
  • 04/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2017-02-03 → 2021-04-19
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2011-03-16 → 2016-11-04
    Strategic Advisers Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-21
S63 Uniform Securities Agent State Law Examination 1999-11-18
  • S66 Uniform Combined State Law Examination
    2011-06-21
  • S63 Uniform Securities Agent State Law Examination
    1999-11-18
Other Names
  • Damon Charles Glenn
  • Damon Glenn

View on SEC IAPD

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