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Ray T. Wimmer

Strategic Advisers LLC

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
AZ RA APPROVED 2025-03-31
ID RA APPROVED 2025-03-31
NV RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • ID RA
    APPROVED
    Since 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Salt Lake City, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Salt Lake City UT 08/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2007 → Present
    Fidelity Brokerage Services, Llc
    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
    South Jordan, UT
  • 2010-08-25 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
Other Businesses

OBA-3982|OrgNmn:Ray Wimmer|Org Addr:South Jord,Utah,US|OBA Nature:Self Employed Writer|Invst Rel:N|Title:Writer|Duties:Writing screenplays and other written works|StrtDt:09-12-13|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-13
S63 Uniform Securities Agent State Law Examination 2007-11-10
  • S66 Uniform Combined State Law Examination
    2010-08-13
  • S63 Uniform Securities Agent State Law Examination
    2007-11-10
Other Names
  • Ray T Wimmer

View on SEC IAPD

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