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Todd S Crane

Strategic Advisers LLC

Lehi, 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_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lehi, 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
Fidelity Investments American Fork UT 03/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2011 → Present
    Fidelity Investments
    American Fork, UT
  • 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
    Lehi, UT
    Covington, KY
  • 2011-11-23 → 2018-07-13
    Strategic Advisers Llc
    American Fork, UT
    Salt Lake City, UT
  • 2010-01-12 → 2011-03-24
    Td Ameritrade, Inc.
    Las Vegas, NV
  • 2010-01-12 → 2011-03-24
    Td Ameritrade Investment Management, Llc
    Las Vegas, NV
  • 2008-09-22 → 2008-10-21
    Harrisdirect Llc
    Arlington, VA
  • 2006-04-07 → 2006-12-19
    Morgan Stanley Dw Inc.
    West Valley, UT
Other Businesses

OBA-11191|OrgNmn:North Salt Lake Police Department|Org Addr:North Salt,Utah,US|OBA Nature:Reserve Police officer. Will |Invst Rel:N|Title:Reserve Police Officer|Duties:I will work as a patrol officer for the city of North Salt Lake one weekend day a month|StrtDt:10-05-18|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-06
S63 Uniform Securities Agent State Law Examination 2004-06-20
  • S66 Uniform Combined State Law Examination
    2006-04-06
  • S63 Uniform Securities Agent State Law Examination
    2004-06-20
Other Names
  • Todd Simon Crane

View on SEC IAPD

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