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Andre Guntzel

Strategic Advisers LLC

Salt Lake City, UT

Phoenix, AZ

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Phoenix, AZ • United States

15445 North Scottsdale Rd Shops At Zocallo Plaza, Scottsdale, AZ 85254-2155 • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Jp Morgan Securities Llc Phoenix AZ 12/2019 02/2022
J.P Morgan Chase Bank Carefree AZ 04/2016 12/2019
Fidelity Investments Phoenix AZ 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2019 → 02/2022
    Jp Morgan Securities Llc
    Phoenix, AZ
  • 04/2016 → 12/2019
    J.P Morgan Chase Bank
    Carefree, AZ
  • 02/2022 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-09
S63 Uniform Securities Agent State Law Examination 2005-09-14
  • S66 Uniform Combined State Law Examination
    2012-01-09
  • S63 Uniform Securities Agent State Law Examination
    2005-09-14
Other Names
  • Andre Tyrone Guntzel
  • Andre T Guntzel

View on SEC IAPD

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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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