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Derek F Page

Strategic Advisers LLC

Sandy, 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

Sandy, 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
Morgan Stanley South Jordan UT 12/2016 04/2021
Huxley And Associates South Jordan UT 11/2015 12/2016
Morgan Stanley Services Group Inc. South Jordan UT 03/2017 01/2020
Solium Financial Services Llc South Jordan UT 11/2019 09/2020
Morgan Stanley Services Group, Inc. South Jordan UT 04/2020 04/2021
Fidelity Investments Salt Lake City UT 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → 04/2021
    Morgan Stanley
    South Jordan, UT
  • 11/2015 → 12/2016
    Huxley And Associates
    South Jordan, UT
  • 03/2017 → 01/2020
    Morgan Stanley Services Group Inc.
    South Jordan, UT
  • 11/2019 → 09/2020
    Solium Financial Services Llc
    South Jordan, UT
  • 04/2020 → 04/2021
    Morgan Stanley Services Group, Inc.
    South Jordan, UT
  • 04/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2017-08-24 → 2018-04-18
    Morgan Stanley
    South Jordan, UT
Other Businesses

OBA-59265|OrgNmn:Derek Page|Org Addr:Sandy,Utah,US|OBA Nature:Personal Business for Square D|Invst Rel:N|Title:Sole Proprietor|Duties:Duties are to direct people through dances and provided teaching and instructions on Modern Western Square Dance|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-08
S63 Uniform Securities Agent State Law Examination 2017-05-01
  • S66 Uniform Combined State Law Examination
    2021-07-08
  • S63 Uniform Securities Agent State Law Examination
    2017-05-01
Other Names
  • Derek F Page
  • Derek Page
  • Derek Francis Page

View on SEC IAPD

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