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Stephen Christopher Thomson

Strategic Advisers LLC

Salt Lake City, 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

Salt Lake City, 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 Salt Lake City UT 06/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → Present
    Fidelity Brokerage Services
    Salt Lake City, 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
    Salt Lake City, UT
    Salt Lake City, UT
  • 2016-06-28 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
  • 2008-01-11 → 2016-03-07
    Strategic Advisers Llc
    Salt Lake City, UT
    American Fork, UT
    Salt Lake City, UT
Other Businesses

OBA-16197|OrgNmn:Retro Gaming Shirts|Org Addr:Salt Lake ,Utah,US|OBA Nature:Print on demand apperal|Invst Rel:N|Title:Sole proprietor|Duties:Design graphics for apperal|StrtDt:08-17-20|TotHrs/mon:40|TrdHrs/mon:0|OBA-126490|OrgNmn:Thorstwins publishing|Org Addr:Salt Lake ,Utah,US|OBA Nature:Middle Grade book writing|Invst Rel:N|Title:Author|Duties:Time spent authoring and promoting this fantasy novel|StrtDt:01-30-26|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-18
S63 Uniform Securities Agent State Law Examination 2007-07-06
  • S66 Uniform Combined State Law Examination
    2008-01-18
  • S63 Uniform Securities Agent State Law Examination
    2007-07-06
Other Names
  • Stephen Thomson

View on SEC IAPD

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