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Tracy M. Anderson

Strategic Advisers LLC

Lehi, 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

Lehi, 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 Brokerage Services, Llc Greenwood Village CO 06/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    Lehi, UT
  • 2013-07-18 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
  • 2011-04-27 → 2011-12-31
    J.P. Morgan Institutional Investments Inc.
    Overland Park, KS
    Englewood, CO
  • 2010-06-28 → 2011-01-25
    Edward Jones
    Parker, CO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-25
S63 Uniform Securities Agent State Law Examination 2004-07-08
  • S66 Uniform Combined State Law Examination
    2010-06-25
  • S63 Uniform Securities Agent State Law Examination
    2004-07-08
Other Names
  • Tracy Anderson
  • Tracy M Anderson
  • Tracy Mitchell Anderson

View on SEC IAPD

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