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Kristie Lyn Remington

Strategic Advisers LLC

Salt Lake City, UT

South Jordan, 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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

South Jordan, 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
Tdameritrade Investment Management Draper UT 08/2014 07/2017
Morgan Stanley South Jordan UT 11/2017 11/2017
Unemployed South Jordan UT 07/2017 11/2017
J.P. Morgan Securities Llc Orem UT 12/2017 01/2018
Jp Morgan Chase Bank Orem UT 12/2017 01/2018
Td Ameritrade, Inc Draper UT 07/2014 07/2017
Wells Fargo Clearing Services, Llc Salt Lake City UT 06/2018 07/2021
Unemployed South Jordan UT 02/2018 06/2018
Fidelity Investments Salt Lake City UT 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 07/2017
    Tdameritrade Investment Management
    Draper, UT
  • 11/2017 → 11/2017
    Morgan Stanley
    South Jordan, UT
  • 07/2017 → 11/2017
    Unemployed
    South Jordan, UT
  • 12/2017 → 01/2018
    J.P. Morgan Securities Llc
    Orem, UT
  • 12/2017 → 01/2018
    Jp Morgan Chase Bank
    Orem, UT
  • 07/2014 → 07/2017
    Td Ameritrade, Inc
    Draper, UT
  • 06/2018 → 07/2021
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
  • 02/2018 → 06/2018
    Unemployed
    South Jordan, UT
  • 09/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2018-06-07 → 2021-08-05
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
  • 2018-01-08 → 2018-01-23
    J.P. Morgan Securities Llc
    Orem, UT
  • 2014-08-12 → 2017-07-12
    Td Ameritrade, Inc.
    Draper, UT
  • 2014-08-12 → 2017-07-12
    Td Ameritrade Investment Management, Llc
    Draper, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-06
S63 Uniform Securities Agent State Law Examination 2008-01-11
  • S66 Uniform Combined State Law Examination
    2014-08-06
  • S63 Uniform Securities Agent State Law Examination
    2008-01-11
Other Names
  • Kristie L Remington
  • Kristie Lyn Josephson
  • Kristie Lyn Smith
  • Kristie Lyn Remington
  • Kristie Remington

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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