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Brent M Eastwood

Strategic Advisers LLC

Saratoga Springs, 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

Saratoga Springs, 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
Charles Schwab & Co., Inc. Salt Lake City UT 08/2011 10/2020
Charles Schwab Bank Salt Lake City UT 08/2011 10/2020
Fidelity Investments Salt Lake City UT 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 10/2020
    Charles Schwab & Co., Inc.
    Salt Lake City, UT
  • 08/2011 → 10/2020
    Charles Schwab Bank
    Salt Lake City, UT
  • 10/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2015-10-05 → 2020-11-03
    Charles Schwab & Co., Inc.
    Cottonwood Heights, UT
    Sandy, UT
Other Businesses

OBA-130221|OrgNmn:Undecided--Rental Property|Org Addr:Saratoga S,Utah,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Manager/Member|Duties:taking care of the rental property|StrtDt:05-18-26|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-02
S63 Uniform Securities Agent State Law Examination 2008-06-11
  • S66 Uniform Combined State Law Examination
    2015-10-02
  • S63 Uniform Securities Agent State Law Examination
    2008-06-11
Designations
Other Names
  • Brent Eastwood
  • Brent Mitchell Eastwood

View on SEC IAPD

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